Financial Advisor@ Financial Design Group
Phoenix, Arizona, United States
Paul Robertson
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FlashIntel GPTPaul Robertson is a highly experienced financial advisor with 23.6 years of work experience. He specializes in retirement planning, investments, 401k rollovers, strategic financial planning, and IRIS. Based in the United States, Paul provides financial advice and services to individuals, ensuring their money is working harder than they did to earn it. He also works with small firms to offer competitive benefits solutions, keyman/woman polices, and educating business owners on their options. Paul's expertise and extensive work history make him a valuable asset in the financial industry.
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About
I provide financial advice and services to individuals to make sure that their money is working harder than they did to earn it, and that they have a strategy for their future life goals by educating them on the choices available to them. I also work with small firms to offer competitive benefits solutions, keyman/woman polices etc to ensure that business owners can continue concentrating on doing what they know best and I can educate them on their options to facilitate that growth. T#748878 DOFU 11/2013
...See MoreWork Experience
Financial Advisor
Financial Services
Paul Robertson's Professional Milestones
- Financial Advisor (2012-01-01~): Provided personalized financial advice to clients, providing them with exceptional personal growth and resilience.
Education
Skill
Retirement Planning
Investments
401k Rollovers
Strategic Financial Planning
Iras
Account Management
Life Insurance
Finance
Financial Advisory
College Savings Plans
Asset Allocation
Small Business
Estate Planning
Personal Finance
Investment Advisory
403 B
Health Insurance
Independent Financial Advice
Retirement
401k
Wealth Management
Income Protection
Fixed Annuities
Insurance
Securities
Financial Services
Financial Planners
Long Term Care
Wealth Accumulation
Investment Management
Investment Strategies
Disability Insurance
Savings
Pensions
529 Plans
Saving For Education
Asset Management
Budgets
Long Term Care Insurance
Portfolio Management
Roth Ira
Employee Benefits
Variable Annuities
Teamwork
Retirement Savings
Wealth Management Services
Series 7
Wealth
Holistic Financial Planning
Retirement Plan Consulting
Certification
Colleagues
Alison Evans
Director Of Operations
Bill Schling
Design Manager
Kay Preston
office manager marketing coordinator at financial design group
Mike Clements
President | Chief Executive Officer | Financial Design Group
Jason Strasser
executive vice president at financial design group
Other Named Paul Robertson
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We found 1 Paul Robertson's email addresses
We found 1 Paul Robertson's phone numbers
Paul Robertson's social media include: Linkedin,
Paul Robertson works for Financial Design Group
Paul Robertson's role in Financial Design Group is Financial Advisor
Paul Robertson works in the industry of Financial Services
Paul Robertson's colleagues are Alison Evans,Bill Schling,Kay Preston
Paul Robertson's latest job experience is Financial Advisor at Financial Design Group
Paul Robertson's latest education in Baker School
