Robert Smith Email
Financial Services Professional, CLTC, LUTCF, CA Ins. Lic. #0665752
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Robert Smith Location
- Palm Springs, CA, US
Robert Smith Work
- Financial Services Professional, CLTC, LUTCF, CA Ins. Lic. #0665752 @ RJ Smith Insurance & Financial Svcs (June 1984 - Present)
- Member LAGLCC @ (January 2012 - January 2014)
Robert Smith Education
- The American College of Financial Services
Current Student (ChFC and CLU)
2011-2013
Robert Smith Skills
- Retirement
- Strategic Financial Planning
- Disability Insurance
- Long Term Care Insurance
- Insurance
- Securities
- Financial Services
- Employee Benefits
- Portfolio Management
- Estate Law
- Financial Goals
- Trust Services
- Finance
- Retirement Planning
- Fixed Annuities
- Estate Planning
- Program Management
- Long-term Care
- Life Insurance
- Wealth Management
- 401k
- Financial Planners
- Financial Planning
- IRAs
- Investment Advisory
- Management
- Long Term Care
- Microsoft Excel
- Leadership
- Project Management
- Microsoft Office
- Research
- Financial Analysis
Robert Smith Summary
- Robert Smith, based in Palm Springs, CA, US, is currently a Financial Services Professional, CLTC, LUTCF, CA Ins. Lic. #0665752 at RJ Smith Insurance & Financial Svcs. Robert Smith brings experience from previous roles at National Gay & Lesbian Chamber of Commerce (NGLCC). Robert Smith holds a 2011 - 2013 Current Student in ChFC and CLU @ The American College of Financial Services. With a robust skill set that includes Retirement, Strategic Financial Planning, Disability Insurance, Long Term Care Insurance, Insurance and more. Robert Smith has 1 emails on RocketReach.
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