Bobby Blanco Cws®

Bobby Blanco Cws® Email and Phone Number

Certified Wealth Strategist® @ Strategic Wealth
Bobby Blanco Cws®'s Location
El Paso, Texas, United States, United States
Bobby Blanco Cws®'s Contact Details

Bobby Blanco Cws® work email

Bobby Blanco Cws® personal email

n/a
About Bobby Blanco Cws®

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.

Bobby Blanco Cws®'s Current Company Details
Strategic Wealth

Strategic Wealth

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Certified Wealth Strategist®
Bobby Blanco Cws® Work Experience Details
  • Strategic Wealth
    Partner And Director Of Risk Management, Insurance & Estate Planning
    Strategic Wealth Sep 2009 - Present
    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 Advisors is independently owned and operated.
    View
  • Capital Wealth Management, Llc
    Managing Member
    Capital Wealth Management, Llc Mar 2004 - Sep 2009
    Boutique Wealth Management office providing personalized financial advice to high net worth individuals and their respective families and businesses.
  • New York Life Insurance Company
    Financial Advisor
    New York Life Insurance Company Jun 1996 - Mar 2004
    New York, New York, Us
    Financial advisor and insurance agent
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  • Connecticut Mutual
    Insurance Professional
    Connecticut Mutual Aug 1995 - Jun 1996
    View

Bobby Blanco Cws® Skills

Investment Advisory Investment Advisory Services Insurance Planning Wealth Management Risk Management Strategic Planning Securities Financial Advisory Investments Wealth Management Services Wealth Accumulation Life Insurance Disability Insurance Long Term Care Insurance Personal Financial Planning Business Planning 401 Retirement Savings Plans 401k Rollovers Iras Roth Ira Business Development Coaching Contract Negotiation Customer Service Budgets Estate Planning Employee Benefits Event Planning Finance Financial Planners Financial Services Financial Analysis Fundraising Insurance Leadership Management Marketing Communications Marketing Non Profits Microsoft Office New Business Development Marketing Strategy Program Management Public Relations Project Management Process Improvement Policy Project Planning Nonprofits Public Speaking

Bobby Blanco Cws® Education Details

  • The University Of Texas At El Paso
    The University Of Texas At El Paso
    Management

Frequently Asked Questions about Bobby Blanco Cws®

What company does Bobby Blanco Cws® work for?

Bobby Blanco Cws® works for Strategic Wealth

What is Bobby Blanco Cws®'s role at the current company?

Bobby Blanco Cws®'s current role is Certified Wealth Strategist®.

What is Bobby Blanco Cws®'s email address?

Bobby Blanco Cws®'s email address is bb****@****ors.com

What schools did Bobby Blanco Cws® attend?

Bobby Blanco Cws® attended The University Of Texas At El Paso.

What skills is Bobby Blanco Cws® known for?

Bobby Blanco Cws® has skills like Investment Advisory, Investment Advisory Services, Insurance Planning, Wealth Management, Risk Management, Strategic Planning, Securities, Financial Advisory, Investments, Wealth Management Services, Wealth Accumulation, Life Insurance.

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