AeroLeads people directory · profile
Robert Apple Cfp® Email & Phone Number
Certified Financial Planner
at
Madan+Associates
1 work email found
@westpointfinancialgroup.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner
Location
Cincinnati Metropolitan Area, United States, United States
Company size
Who is Robert Apple Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Robert Apple Cfp® is listed as Certified Financial Planner at Madan+Associates, a company with 25 employees, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at westpointfinancialgroup.com and a matched LinkedIn profile for Robert Apple Cfp®.
Robert Apple Cfp® previously worked as Associate Partner at Westpoint Financial Group and Investment Advisor Representative at Innova Financial Group. Robert Apple Cfp® holds Bachelor Of Business Administration (Bba) And Certificate Of Corporate Education And Practice, Major In Business Economics And Minor In Finance from University Of Cincinnati College Of Business.
Company email context
Email format at Madan+Associates
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*@westpointfinancialgroup.com
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AeroLeads found 1 current-domain work email signal for Robert Apple Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Apple Cfp®
Knowledge is the key to a successful financial future. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.I am licensed to sell insurance in: OH, KY, IN, and MD. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 900 E 96th St #300, Indianapolis, IN 46240 (317) 469-9999
Listed skills include Sales, Finance, Outgoing, Understanding, and 10 others.
Current workplace
Robert Apple Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Madan+Associates
7 roles
Robert Apple Cfp® work experience
A career timeline built from the work history available for this profile.
Associate Partner
Current
Jun 2019 - Present
Investment Advisor Representative
Innova Financial Group
My team focuses on actively working with clients to help them reach their financial goals. These goals can be anything from financially preparing for college to securing a comfortable lifestyle in retirement. Our process will always remain client-centric as we are constantly asking ourselves, “What can we do for our clients?,” not, “What can our clients do.
Apr 2018 - Jun 2019
Investment Advisor Representative
Dlak Wealth Advisors/Park Avenue Securities
At DLAK I was responsible for the servicing of 125+ Clients and their Investment Portfolios totaling approx. $40M+. Responsibilities included, building and maintaining Investment Portfolios, creating, implementing and monitoring financial plans and dealing with day to day service requests.
Jan 2015 - Apr 2018
Intern
While with PIAS, I was responsible for analyzing financial information obtained from Clients to help determine strategies for meeting Clients' financial objectives inclusive of: cash management, insurance coverage, investment planning, and other areas to help them achieve their financial goals while also learning and adapting to the culture of a country.
Jan 2014 - Apr 2014
Sales Agent / Asst. Account Representative
During my Co-Op/ Internship with Reinvest I completed the state course and exam to become a licensed Real Estate Agent in Ohio. I was then responsible for contacting Investors looking for investment properties in the greater Cincinnati area, setting an appointment and ultimately showing the investors the properties. I also acted as an assistant account.
Jan 2013 - Aug 2013
Student Representative
As a student representative/ fundraiser for the University of Cincinnati Call Center it was my duty to contact Alumni and solicit charitable donation for various University funds and or Colleges. During any given shift, I would contact up to 150 University Alumni by telephone to not only solicit a donation, but to also to update Alumni with University.
Apr 2012 - Jan 2013
1 education record
Robert Apple Cfp® education
FAQ
Frequently asked questions about Robert Apple Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Apple Cfp® work for?
Robert Apple Cfp® works for Madan+Associates.
What is Robert Apple Cfp®'s role at Madan+Associates?
Robert Apple Cfp® is listed as Certified Financial Planner at Madan+Associates.
What is Robert Apple Cfp®'s email address?
AeroLeads has found 1 work email signal at @westpointfinancialgroup.com for Robert Apple Cfp® at Madan+Associates.
Where is Robert Apple Cfp® based?
Robert Apple Cfp® is based in Cincinnati Metropolitan Area, United States, United States while working with Madan+Associates.
What companies has Robert Apple Cfp® worked for?
Robert Apple Cfp® has worked for Madan+Associates, Westpoint Financial Group, Innova Financial Group, Dlak Wealth Advisors/Park Avenue Securities, and Professional Investment Advisory Services Pte Ltd.
How can I contact Robert Apple Cfp®?
You can use AeroLeads to view verified contact signals for Robert Apple Cfp® at Madan+Associates, including work email, phone, and LinkedIn data when available.
What schools did Robert Apple Cfp® attend?
Robert Apple Cfp® holds Bachelor Of Business Administration (Bba) And Certificate Of Corporate Education And Practice, Major In Business Economics And Minor In Finance from University Of Cincinnati College Of Business.
What skills is Robert Apple Cfp® known for?
Robert Apple Cfp® is listed with skills including Sales, Finance, Outgoing, Understanding, Hardworking, Proficient In Microsoft Office, Time Management, and Public Speaking.
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