Robert Lockery, Aif
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Robert Lockery, Aif Email & Phone Number

Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor | at Coastline Wealth Management
Location: Shelton, Connecticut, United States 5 work roles 1 school
1 work email found @ganimfinancial.com 3 phones found area 203 and 413 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email r****@ganimfinancial.com
Direct phone (203) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Coastline Wealth Management
Role
Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor |
Location
Shelton, Connecticut, United States
Company size
16 employees

Who is Robert Lockery, Aif? Overview

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Quick answer

Robert Lockery, Aif is listed as Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor | at Coastline Wealth Management, a with 16 employees, based in Shelton, Connecticut, United States. AeroLeads shows a work email signal at ganimfinancial.com, phone signal with area code 203, 413, and a matched LinkedIn profile for Robert Lockery, Aif.

Robert Lockery, Aif previously worked as Director-Corporate Retirement Plans at Coastline Wealth Management and Director-Corporate Retirement Plans at Ganim Financial. Robert Lockery, Aif holds Bachelor’S Degree, Business/Corporate Communications from Graduate Southern Connecticut State University.

Company email context

Email format at Coastline Wealth Management

This section adds company-level context without repeating Robert Lockery, Aif's masked contact details.

*@ganimfinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Robert Lockery, Aif. Compare company email patterns before reaching out.

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Profile bio

About Robert Lockery, Aif

Ganim Financial & Coastline Wealth Management provide Fiduciary Oversight for 401k and Cash Balance Plans. We employ plan governance for all aspects; plan design, fees, investments, compliance, provider analysis, administration, record keeping, market benchmarking and Fiduciary Safe Harbors. With employees we help prepare their retirement readiness through individual planning consultations and set them on a course for income replacement.

Listed skills include Employee Benefits, 401 Retirement Savings Plans, Retirement Planning, and Leadership.

Current workplace

Robert Lockery, Aif's current company

Company context helps verify the profile and gives searchers a useful next step.

Coastline Wealth Management
Coastline Wealth Management
Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor |
port jefferson, new york, united states
Website
coastlinewealth.com
Employees
16
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Company profile
View company profile Email format
5 roles

Robert Lockery, Aif work experience

A career timeline built from the work history available for this profile.

Director-Corporate Retirement Plans

Current
Ganim Financial

Shelton, Connecticut

401k Plan Advisor

Aug 2016 - Present

Financial Advisor

Self Employed

Ct Ny

Jun 2010 - Aug 2016
Team & coworkers

Colleagues at Coastline Wealth Management

Other employees you can reach at coastlinewealth.com. View company contacts for 16 employees →

GT Garrett Taylor, Crpc Garrett Taylor, Crpc Colleague at Coastline Wealth ManagementHauppauge, New York, United States View → RI Robert Iannaccone Robert Iannaccone Colleague at Coastline Wealth ManagementManorville, New York, United States View → DB Daniel Barnes Daniel Barnes Colleague at Coastline Wealth ManagementMiller Place, New York, United States View → JG Jamison Gomsak, Cfp® Jamison Gomsak, Cfp® Colleague at Coastline Wealth ManagementSykesville, Maryland, United States View → CW Coastline Wealth Management Coastline Wealth Management Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → DO Denis O'Leary Denis O'Leary Colleague at Coastline Wealth ManagementMelville, New York, United States View → KG Kathleen Godfrey Kathleen Godfrey Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → SH Steffan H. Hagendorf Steffan H. Hagendorf Colleague at Coastline Wealth ManagementPort Jefferson, New York, United States View → SM Scott M. Gomsak Scott M. Gomsak Colleague at Coastline Wealth ManagementSykesville, Maryland, United States View → DP Dianne Pagani Dianne Pagani Colleague at Coastline Wealth ManagementPort Jefferson Station, New York, United States View →
1 education record

Robert Lockery, Aif education

  • Graduate Southern Connecticut State University
    Graduate Southern Connecticut State University
    Business/Corporate Communications
FAQ

Frequently asked questions about Robert Lockery, Aif

Quick answers generated from the profile data available on this page.

What company does Robert Lockery, Aif work for?

Robert Lockery, Aif works for Coastline Wealth Management.

What is Robert Lockery, Aif's role at Coastline Wealth Management?

Robert Lockery, Aif is listed as Fiduciary Advisor | 401k Plan Advisor | Accredited Investment Fiduciary | Corporate Retirement Plan Advisor | Cash Balance Plan Advisor | at Coastline Wealth Management.

What is Robert Lockery, Aif's email address?

AeroLeads has found 1 work email signal at @ganimfinancial.com for Robert Lockery, Aif at Coastline Wealth Management.

What is Robert Lockery, Aif's phone number?

AeroLeads has found 3 phone signal(s) with area code 203, 413 for Robert Lockery, Aif at Coastline Wealth Management.

Where is Robert Lockery, Aif based?

Robert Lockery, Aif is based in Shelton, Connecticut, United States while working with Coastline Wealth Management.

What companies has Robert Lockery, Aif worked for?

Robert Lockery, Aif has worked for Coastline Wealth Management, Ganim Financial, Self Employed, Principal Financial Group, and John Hancock Financial Services.

Who are Robert Lockery, Aif's colleagues at Coastline Wealth Management?

Robert Lockery, Aif's colleagues at Coastline Wealth Management include Garrett Taylor, Crpc, Robert Iannaccone, Daniel Barnes, Jamison Gomsak, Cfp®, and Coastline Wealth Management.

How can I contact Robert Lockery, Aif?

You can use AeroLeads to view verified contact signals for Robert Lockery, Aif at Coastline Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Robert Lockery, Aif attend?

Robert Lockery, Aif holds Bachelor’S Degree, Business/Corporate Communications from Graduate Southern Connecticut State University.

What skills is Robert Lockery, Aif known for?

Robert Lockery, Aif is listed with skills including Employee Benefits, 401 Retirement Savings Plans, Retirement Planning, and Leadership.

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