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Bobby Blanco Cws® is listed as Certified Wealth Strategist® at Strategic Wealth, based in El Paso, Texas, United States. AeroLeads shows a work email signal at sw-advisors.com and a matched LinkedIn profile for Bobby Blanco Cws®.
Bobby Blanco Cws® previously worked as Partner and Director of Risk Management, Insurance & Estate Planning at Strategic Wealth and Managing Member at Capital Wealth Management, Llc. Bobby Blanco Cws® holds Bachelors In Business Administration, Management from The University Of Texas At El Paso.
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I engage clients in managing their wealth through comprehensive financial planning as well as helping them minimize their long term investment tax exposure by helping them diversify their investments into 3 overall investment strategies. Experienced Director of Risk Management with a demonstrated history of working in the financial services and wealth management industry. Skilled in Insurance Planning, Investment Advisory, Risk Management, Investment Advisory Services, and Wealth Management. Bachelors in Business Administration focused in Management from The University of Texas at El Paso.
Listed skills include Investment Advisory, Investment Advisory Services, Insurance Planning, Wealth Management, and 46 others.
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El Paso, Texas, US
Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Advisory services offered through Osaic Advisory Services, LLC. Osaic Wealth and Osaic Advisory Services are separately owned and other entities and/ or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory Services.Strategic Wealth.
Boutique Wealth Management office providing personalized financial advice to high net worth individuals and their respective families and businesses.
New York, New York, US
Financial advisor and insurance agent
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Bobby Blanco Cws® works for Strategic Wealth.
Bobby Blanco Cws® is listed as Certified Wealth Strategist® at Strategic Wealth.
AeroLeads has found 1 work email signal at @sw-advisors.com for Bobby Blanco Cws® at Strategic Wealth.
Bobby Blanco Cws® is based in El Paso, Texas, United States while working with Strategic Wealth.
Bobby Blanco Cws® has worked for Strategic Wealth, Capital Wealth Management, Llc, New York Life Insurance Company, and Connecticut Mutual.
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Bobby Blanco Cws® holds Bachelors In Business Administration, Management from The University Of Texas At El Paso.
Bobby Blanco Cws® is listed with skills including Investment Advisory, Investment Advisory Services, Insurance Planning, Wealth Management, Risk Management, Strategic Planning, Securities, and Financial Advisory.
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