Robert Meyer, Ccim, Mba Email and Phone Number
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Personalized Money Management Strategies, Retirement Income Solutions, Alternative Investments, 1031 Exchange options, annuities.Investment Wealth Solutions specializes in providing tax-efficient, income and money management solutions that include specialized money management plans, Retirement Financial Planning, Real Estate Investment Trusts, Delaware Statutory Trust (DST), and more. We offer a highly personalized and professional approach when it comes to navigating your investment choices and understanding your alternatives. Many options exist - we can help you understand those options and how to achieve the results you are seeking.Mr. Meyer has 25 years of broad-based corporate, institutional and investor experience in the areas of investment strategy. He holds an MBA degree, real estate brokers license, a CCIM designation, Series 7, 63 and 66 securities registrations with the SEC. As an advisor to private investors, Mr. Meyer works closely with clients and their associated professionals (CPAs, Realtors, and Attorneys) in developing personalized money management concepts. Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Investment Wealth Solutions, BFCFS, and BFC Planning, Inc. are independent entities. Investments in securities involve risk, including the potential loss of principal invested.Specialties: Tactical money management / retirement income strategies / alternative investments / energy programs / 1031 real estate exchanges / equipment leasing programs and other income and retirement investment opportunities.
Investment Wealth Solutions
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Investment Wealth SolutionsCalifornia, United States
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Ceo | Financial AdvisorInvestment Wealth Solutions Jan 2010 - PresentWith over 25 years investment experience, we provide balanced and straightforward advice in helping you achieve your financial objectives through sound financial planning, managed money concepts, retirement planning, 1031 Exchange strategies and alternative investments opportunities. Our goal is to assist you in optimizing your investment opportunities and build your wealth for retirement.www.investmentwealthsolutions.com
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Registered RepresentativeBerthel Fisher And Company Financial Services Sep 2009 - PresentRegistered Representative providing independent, comprehensive financial services to clients.
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PresidentRealty Exchange Solutions 2009 - 2010Advisory firm offering securitized real estate investments.
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Registered RepresentativeWelton Street Investments 2008 - 2009Provide comprehensive investment planning services to clients.
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OwnerRcm Realty Advisors Jan 2002 - Jan 2007Provides investment brokerage and consulting services to investors.
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Director Of Real EstateRobert Half International Jan 1996 - Jan 2002Menlo Park, Ca, UsManaged national and international real estate operations consisting of over 400 locations. -
ManagerDhl 1997 - 1999Bonn, De
Robert Meyer, Ccim, Mba Skills
Robert Meyer, Ccim, Mba Education Details
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Golden Gate UniversityReal Estate And Finance -
University Of CincinnatiFinance And Real Estate
Frequently Asked Questions about Robert Meyer, Ccim, Mba
What company does Robert Meyer, Ccim, Mba work for?
Robert Meyer, Ccim, Mba works for Investment Wealth Solutions
What is Robert Meyer, Ccim, Mba's role at the current company?
Robert Meyer, Ccim, Mba's current role is CEO | Financial Advisor at Investment Wealth Solutions.
What is Robert Meyer, Ccim, Mba's email address?
Robert Meyer, Ccim, Mba's email address is rm****@****ast.net
What is Robert Meyer, Ccim, Mba's direct phone number?
Robert Meyer, Ccim, Mba's direct phone number is (925) 598*****
What schools did Robert Meyer, Ccim, Mba attend?
Robert Meyer, Ccim, Mba attended Golden Gate University, University Of Cincinnati.
What are some of Robert Meyer, Ccim, Mba's interests?
Robert Meyer, Ccim, Mba has interest in Wine Tasting, Motorcycle Riding, Jogging And Exercise.
What skills is Robert Meyer, Ccim, Mba known for?
Robert Meyer, Ccim, Mba has skills like Real Estate Investment, 1031 Exchanges, Sellers, Securities Investments, Alternative Investments, Money Management, Retirement Planning, Income Strategies, Portfolio Optimization, Investments, Real Estate.
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