Robert Shipe's Location

San Luis Obispo, CA, US

Robert Shipe's Work

Robert Shipe's Education

  • Western Governors University

    Bachelor of Science (B.S.) (Finance, General)

    2008 - 2010

Robert Shipe's Skills

  • Series 7
  • Asset Allocation
  • Investment Strategies
  • 401k
  • Retirement Strategies
  • Wealth Management
  • Mutual Funds
  • Strategic Planning
  • Investments
  • Fixed Annuities

Robert Shipe's Summary

Robert Shipe, based in San Luis Obispo, CA, US, is currently a Senior Financial Advisor at Wilde Wealth Management Group, bringing experience from previous roles at Absolute Janitorial and Edward Jones. Robert Shipe holds a 2008 - 2010 Bachelor of Science (B.S.) in Finance, General @ Western Governors University. With a robust skill set that includes Series 7, Asset Allocation, Investment Strategies, 401k, Retirement Strategies and more, Robert Shipe contributes valuable insights to the industry. Robert Shipe has 2 emails and 1 mobile phone number on RocketReach.

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