Patrick V. Robison, Aif®

Patrick V. Robison, Aif® Email and Phone Number

Partner at Citadel Plans @ Citadel Plans (401k Advisors)
Patrick V. Robison, Aif®'s Location
Los Angeles, California, United States, United States
Patrick V. Robison, Aif®'s Contact Details

Patrick V. Robison, Aif® personal email

n/a

Patrick V. Robison, Aif® phone numbers

About Patrick V. Robison, Aif®

Patrick Robison is an Investment Advisor Representative offering securities and advisory services through United Planners Financial Services Member FINRA, SIPC. PVR Financial and United Planners Financial Services are not affiliated.There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Patrick V. Robison, Aif®'s Current Company Details
Citadel Plans (401k Advisors)

Citadel Plans (401K Advisors)

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Partner at Citadel Plans
Patrick V. Robison, Aif® Work Experience Details
  • Citadel Plans (401K Advisors)
    Partner
    Citadel Plans (401K Advisors) Jan 2020 - Present
    Los Angeles, California, United States
    Citadel Plans is a consultancy group dedicated to helping companies design and manage retirement plans that are meaningful for all employees. We believe that inspired employees make a better team in supporting the company's goals.www.citadelplans.com
    View
  • United Planners Financial Services
    Partner
    United Planners Financial Services Jan 2008 - Present
    Los Angeles, California, United States
    www.unitedplanners.com
    View

Patrick V. Robison, Aif® Skills

401k Retirement Plan Consulting Pensions Qualified Retirement Plans Iras 529 Plans Variable Annuities Mutual Funds Retirement Planning Retirement Benefits Retirement Solutions Life Insurance Financial Risk Management

Frequently Asked Questions about Patrick V. Robison, Aif®

What company does Patrick V. Robison, Aif® work for?

Patrick V. Robison, Aif® works for Citadel Plans (401k Advisors)

What is Patrick V. Robison, Aif®'s role at the current company?

Patrick V. Robison, Aif®'s current role is Partner at Citadel Plans.

What is Patrick V. Robison, Aif®'s email address?

Patrick V. Robison, Aif®'s email address is pr****@****box.com

What is Patrick V. Robison, Aif®'s direct phone number?

Patrick V. Robison, Aif®'s direct phone number is +121374*****

What skills is Patrick V. Robison, Aif® known for?

Patrick V. Robison, Aif® has skills like 401k, Retirement Plan Consulting, Pensions, Qualified Retirement Plans, Iras, 529 Plans, Variable Annuities, Mutual Funds, Retirement Planning, Retirement Benefits, Retirement Solutions, Life Insurance.

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