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Robert Pothier, Cfp® Email & Phone Number
Advanced Planning at Cetera Financial Group
at
Vanguard
1 work email found
@cetera.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Advanced Planning at Cetera Financial Group
Location
Los Angeles Metropolitan Area, United States, United States
Company size
Who is Robert Pothier, Cfp®? Overview
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Quick answer
Robert Pothier, Cfp® is listed as Advanced Planning at Cetera Financial Group at Vanguard, a company with 935 employees, based in Los Angeles Metropolitan Area, United States, United States. AeroLeads shows a work email signal at cetera.com and a matched LinkedIn profile for Robert Pothier, Cfp®.
Robert Pothier, Cfp® previously worked as Advanced Planning at Cetera Financial Group and Attorney at Pothier Law Offices. Robert Pothier, Cfp® holds Jd, Law from Suffolk University Law School.
Company email context
Email format at Vanguard
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*@cetera.com
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AeroLeads found 1 current-domain work email signal for Robert Pothier, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Pothier, Cfp®
I am a financial services professional with extensive experience in the retirement planning marketplace. My areas of expertise are Retirement Planning, Estate Planning, Charitable Planning, Trusts, Federal Income Taxation, Annuities and Mutual Funds.Throughout my career, I have always been known for my ability to quickly develop rapport and to work in a team environment. I have traveled extensively with field wholesalers and delivered seminars and presentations for brokers and for clients. In addition, I have created numerous marketing materials and presentations tailored to clients and to investment professionals.I was a Special Markets Technical Advisor in John Hancock Financial’s Annuities and Mutual Funds Division. My industry expertise, my communications skills and my ability to develop relationships with product wholesalers, financial advisors and clients helped John Hancock achieve $11.3 billion in annuity sales.Before joining John Hancock Financial, I spent 7 years as an Advanced Marketing Consultant for Pacific Life Insurance Company, Inc.’s Annuities and Mutual Funds Division. My technical expertise, action orientation and relationship management skills helped Pacific Life to garner $10.7 billion dollars in annuity sales.I hold a J.D. from Suffolk University Law School in Boston and an undergraduate degree from Boston College with a major in Political Science. I am a member of the Massachusetts Bar and I have successfully completed the CFP® exam.I am an avid runner who also enjoys reading and working out. I have traveled extensively for both business and for pleasure.Specialties: Retirement Planning, Estate Planning, Charitable Planning, Annuities, Mutual Funds, Federal Income Taxation, Trusts
Listed skills include Retirement Planning, Communication, Building Relationships, Presentations, and 3 others.
Current workplace
Robert Pothier, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Vanguard
10 roles
Robert Pothier, Cfp® work experience
A career timeline built from the work history available for this profile.
Advanced Planning
Current
Dec 2019 - Present
Attorney
Pothier Law Offices
General practice of law with concentration in estate planning. Interview clients to determine retirement and estate planning goals. Draft wills and trusts to meet clients estate planning objectives.
Oct 2018 - Dec 2019
Attorney
Managed a U.S. Small Business Administration loan portfolio for Hurricane Harvey and Hurricane Maria disaster victims with daily averages of over 150 loan files and over $12 million in loan funds. Communicated and strategized with over 50 disaster victims daily to help optimize federal disaster program benefits.
Nov 2017 - Sep 2018
Contract Attorney
Document Review
Anti-trust, civil class action and information technology litigation document review.
Oct 2015 - Jul 2017
Job Service Representative
Investigated claims and interview interested parties to identify and prioritize potential eligibility issues. Analyzed data and apply relevant laws, rules, regulations and precedents to determine eligibility for benefits. Provided interested parties timely determinations to protect each party’s rights. Advises claimants, employers, and/or their.
Jun 2013 - Mar 2015
Tax Examining Technician
Provided data research and analysis to resolve taxpayer inquiries. Adjusted taxpayers’ accounts, recomputed tax liabilities and prepared manual refunds to rectify taxpayer issues. Referred possible violations of tax law or cases requiring examination determinations or legal determinations of the tax code.
Jan 2013 - Jun 2013
Attorney
Pothier Law Offices
General practice of law with concentration in estate planning. Interviewed clients to determine retirement and estate planning goals. Drafted wills and trusts to meet clients estate planning objectives.
May 2009 - Dec 2012
Special Markets Technical Advisor
As a Special Markets Technical Advisor, I provided technical expertise, advisory research, and consultation to more than 250 external and 225 internal wholesaling representatives. I also strategized with financial advisors to position John Hancock’s investment products and to meet individual client’s retirement planning, estate planning and charitable.
Feb 2008 - Apr 2009
Advanced Marketing Consultant
As an Advanced Marketing Consultant, I consulted Pacific Life’s Field Wholesalers and its Registered Representatives on the following topics: IRAs, 401(k)s, 403(b)s, 401(a) Defined Contribution Plans, 401(a) Defined Benefit Plans, 457 Plans, Charitable Remainder Trusts, Federal Income Tax Planning, Non-Qualified Variable Annuities and Mutual Funds. In.
Mar 2001 - Jan 2008
Team & coworkers
Colleagues at Vanguard
Other employees you can reach at cetera.com. View company contacts for 935 employees →
RM
Rebecca Mickus
Colleague at Vanguard
Greater Hartford, United States
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MN
Murali Navaneethan
Colleague at Vanguard
Los Angeles Metropolitan Area, United States
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JW
John Waters
Colleague at Vanguard
Southington, Connecticut, United States, United States
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FD
Frank Dupree
Colleague at Vanguard
Los Angeles, California, United States, United States
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JH
Jordan Hall
Colleague at Vanguard
Champlin, Minnesota, United States, United States
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BH
Benjamin Herrick
Colleague at Vanguard
Greater Binghamton, United States
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JP
Joanne Palmer
Colleague at Vanguard
El Segundo, California, United States, United States
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KL
Kevin Larson
Colleague at Vanguard
Greater Minneapolis-St. Paul Area, United States
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MH
Miriam Hernandez
Colleague at Vanguard
Palatine, Illinois, United States, United States
View →
SH
Stephen Hamilton
Colleague at Vanguard
Overland Park, Kansas, United States, United States
View →
Rebecca Mickus
Colleague at Vanguard
Greater Hartford, United States
View →
MN
Murali Navaneethan
Colleague at Vanguard
Los Angeles Metropolitan Area, United States
View →
JW
John Waters
Colleague at Vanguard
Southington, Connecticut, United States, United States
View →
FD
Frank Dupree
Colleague at Vanguard
Los Angeles, California, United States, United States
View →
JH
Jordan Hall
Colleague at Vanguard
Champlin, Minnesota, United States, United States
View →
BH
Benjamin Herrick
Colleague at Vanguard
Greater Binghamton, United States
View →
JP
Joanne Palmer
Colleague at Vanguard
El Segundo, California, United States, United States
View →
KL
Kevin Larson
Colleague at Vanguard
Greater Minneapolis-St. Paul Area, United States
View →
MH
Miriam Hernandez
Colleague at Vanguard
Palatine, Illinois, United States, United States
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SH
Stephen Hamilton
Colleague at Vanguard
Overland Park, Kansas, United States, United States
View →
3 education records
Robert Pothier, Cfp® education
Jd, Law
Ba, Political Science
Political Science
FAQ
Frequently asked questions about Robert Pothier, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Pothier, Cfp® work for?
Robert Pothier, Cfp® works for Vanguard.
What is Robert Pothier, Cfp®'s role at Vanguard?
Robert Pothier, Cfp® is listed as Advanced Planning at Cetera Financial Group at Vanguard.
What is Robert Pothier, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cetera.com for Robert Pothier, Cfp® at Vanguard.
Where is Robert Pothier, Cfp® based?
Robert Pothier, Cfp® is based in Los Angeles Metropolitan Area, United States, United States while working with Vanguard.
What companies has Robert Pothier, Cfp® worked for?
Robert Pothier, Cfp® has worked for Vanguard, Cetera Financial Group, Pothier Law Offices, U.S. Small Business Administration, and Document Review.
Who are Robert Pothier, Cfp®'s colleagues at Vanguard?
Robert Pothier, Cfp®'s colleagues at Vanguard include Rebecca Mickus, Murali Navaneethan, John Waters, Frank Dupree, and Jordan Hall.
How can I contact Robert Pothier, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Pothier, Cfp® at Vanguard, including work email, phone, and LinkedIn data when available.
What schools did Robert Pothier, Cfp® attend?
Robert Pothier, Cfp® holds Jd, Law from Suffolk University Law School.
What skills is Robert Pothier, Cfp® known for?
Robert Pothier, Cfp® is listed with skills including Retirement Planning, Communication, Building Relationships, Presentations, Relationship Management, Consultative Sales Professional, and Financial Services.
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