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Securities and advisory services offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity. 656 Santa Rosa St. Ste. 3A, San Luis Obispo, CA 93401. CA Insurance License 0H44311
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Business OwnerAbsolute JanitorialSan Luis Obispo, Ca, Us
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Senior Financial AdvisorWilde Wealth Management Group Aug 2021 - PresentSan Luis Obispo, California, United States
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Business OwnerAbsolute Janitorial Jan 1995 - Present
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Financial AdvisorEdward Jones Mar 2011 - Aug 2021As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.After being in this community for the past 23 years, I have found that people really appreciate the time that I take to learn their goals so we can create strategies to achieve them.
Robert Shipe Skills
Robert Shipe Education Details
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Western Governors UniversityFinance, General
Frequently Asked Questions about Robert Shipe
What company does Robert Shipe work for?
Robert Shipe works for Absolute Janitorial
What is Robert Shipe's role at the current company?
Robert Shipe's current role is Business Owner.
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What is Robert Shipe's direct phone number?
Robert Shipe's direct phone number is +180574*****
What schools did Robert Shipe attend?
Robert Shipe attended Western Governors University.
What skills is Robert Shipe known for?
Robert Shipe has skills like Series 7, Asset Allocation, Investment Strategies, 401k, Retirement Strategies, Wealth Management, Mutual Funds, Strategic Planning, Investments, Fixed Annuities, Financial Advisory, Portfolio Review.
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