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@rlbrownadvisors.com
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3 phones found area 510 and 925
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LinkedIn matched
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Bob Brown, Cfa is listed as President at The R.L. Brown Advisory Group, based in Pleasanton, California, United States. AeroLeads shows a work email signal at rlbrownadvisors.com, phone signal with area code 510, 925, and a matched LinkedIn profile for Bob Brown, Cfa.
Bob Brown, Cfa previously worked as Senior Vice President at Wells Fargo [Wealth Mgmt Group] and General Manager at Wells Fargo [Business Payroll Services]. Bob Brown, Cfa holds Bs, Aeronautical Science & Engineering from University Of California, Davis.
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AeroLeads found 1 current-domain work email signal for Bob Brown, Cfa. Compare company email patterns before reaching out.
As a financial advisor, I work closely with my clients (primarily individuals and small- to mid-sized businesses) to develop and implement customized financial strategies so they can better achieve their long-term savings and investment goals. For individuals, I specialize in providing comprehensive financial planning and discretionary asset management services. For businesses, I provide consulting services to support the establishment or transfer of company retirement plans. I also take on the fiduciary responsibility for selecting and monitoring plan investments, and I deliver education and retirement planning services to the plan sponsor’s employees.My practice is different from that of many other financial advisors in the following important ways:1. INDEPENDENCE.As an independent organization, we're not limited to the products and services offered by a parent company or affiliated business. We’re free to select best-in-class solutions for our clients from a wide variety of providers.2. OBJECTIVITY.We don't accept commissions, referral fees or payments of any kind from third parties. Our fees come directly and exclusively from our clients—a policy that allows us to maintain objectivity and minimize conflicts of interest.3. FLEXIBILITY.Instead of a "one size fits all approach", we work closely with our clients to develop tailored solutions that help them achieve their specific financial objectives.4. FIDUCIARY ORIENTATION.We adhere to strict standards for ethical conduct and fiduciary care. As a trusted advisor and steward of capital, we put our client’s interest ahead of our own at all times.5. PROFESSIONAL DEVELOPMENT.We strongly emphasize continual learning and ongoing professional development. Through memberships in the CFA Institute and the Financial Planning Association, we stay abreast of emerging industry developments and implement relevant innovations that benefit our clients.Specialties: For Individuals:Comprehensive financial planningDiscretionary investment managementFor Businesses:Retirement plan consultingFiduciary investment advisory servicesRetirement education & planningInvestment advice
Listed skills include Financial Advisory, Retirement Plan Consulting, Wealth Management, Retirement Planning, and 9 others.
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The R.L. Brown Advisory Group is an independent, fee-only financial advisory firm located in downtown Pleasanton, CA. We provide a full range of financial planning, investment advisory and asset management services to individuals and small/mid-sized businesses.
![Wells Fargo [Wealth Mgmt Group]](https://cimg.aeroleads.com/ln/logos/cf/0e62d916a4575401c954e8252ec8b5fc.jpg)
Headed start-up organization to drive revenue growth through information-based marketing (direct mail, email, targeted online advertising, lead generation) programs and internal business development/partnering activities, targeting high net worth (HNW) clients for comprehensive wealth management services and mass market clients for brokerage and financial planning services.
Set strategic direction and generated profitable growth in the outsourced payroll and employee benefit administration business, targeting companies in the small- and medium-sized employer segment. Led 80+ team members in sales, marketing, product management, operations, client service and strategic partnerships.
Led high-impact, high-visibility team in the design, development and execution of data-driven marketing strategies and industry-leading risk management/fraud prevention programs, focusing on the small- and medium-sized business (SMB) segment.
Contributed to Continental's reputation for safety and reliability by providing proactive and timely engineering support for its 747 fleet of aircraft.
Designed customized structural modifications for MD-80 series aircraft based on client specifications.
Selected to the Graduate Dean's List - an honor reserved for students in the top 5% of the graduating class.
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Bob Brown, Cfa works for The R.L. Brown Advisory Group.
Bob Brown, Cfa is listed as President at The R.L. Brown Advisory Group.
AeroLeads has found 1 work email signal at @rlbrownadvisors.com for Bob Brown, Cfa at The R.L. Brown Advisory Group.
AeroLeads has found 3 phone signal(s) with area code 510, 925 for Bob Brown, Cfa at The R.L. Brown Advisory Group.
Bob Brown, Cfa is based in Pleasanton, California, United States while working with The R.L. Brown Advisory Group.
Bob Brown, Cfa has worked for The R.L. Brown Advisory Group, Wells Fargo [Wealth Mgmt Group], Wells Fargo [Business Payroll Services], Wells Fargo [Small Business Strategy & Analysis], and Continental Airlines.
You can use AeroLeads to view verified contact signals for Bob Brown, Cfa at The R.L. Brown Advisory Group, including work email, phone, and LinkedIn data when available.
Bob Brown, Cfa holds Bs, Aeronautical Science & Engineering from University Of California, Davis.
Bob Brown, Cfa is listed with skills including Financial Advisory, Retirement Plan Consulting, Wealth Management, Retirement Planning, Strategic Financial Planning, Investment Advisory, Asset Managment, and 401K.
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