Robert Wheat Email & Phone Number

California, United States

Tustin, California, United States

Newport Beach, Ca

Wealth Harmonics is a strategy based financial education firm providing a roadmap to systematic wealth. We do this by integrating financial education the are of tax strategy, income producing real estate, and and maximizing access to capital through lending. Implementation is conducted through a network of licensed professionals utilizing a hub and spoke network to maximize results and maintain continuity across all three core areas of focus.

Responsible for formation of Registered Investment Advisory. Facilitated broker recruitment, forged strategic alliances with multiple investment entities, and developed "RIA" custodial relationship with a nationally recognized firm.

Woodland Hills, Ca

Specialized in wealth preservation, estate liquidity and estate planning services. Business insurance specialist in the areas of non qualified deferred compensation plans and defined benefit pension plans utilizing life insurance, annuities and mutual funds.Specialized in 412(i) plans, fully insured pension plans utilizing life insurance and annuity vehicles as a funding mechanism for retirement income.Assisted with plan implementation, legal discrimination, carve outs… Show more Specialized in wealth preservation, estate liquidity and estate planning services. Business insurance specialist in the areas of non qualified deferred compensation plans and defined benefit pension plans utilizing life insurance, annuities and mutual funds.Specialized in 412(i) plans, fully insured pension plans utilizing life insurance and annuity vehicles as a funding mechanism for retirement income.Assisted with plan implementation, legal discrimination, carve outs for highly compensated employees. (HCE) Show less

Pasadena, Ca

Responsible for recruitment and development of multi-line agencies for Farmers Insurance. Mentor and coached self employed business leaders to develop and grow their own agencies in their existing communities, leveraging natural markets and building on those relationships to create a strong and consistent referral base of new business leads.Facilitated agency development through the rollout of FFS (Farmers Financial Solutions) the broker dealer arm of Farmers Insurance. Transitioned… Show more Responsible for recruitment and development of multi-line agencies for Farmers Insurance. Mentor and coached self employed business leaders to develop and grow their own agencies in their existing communities, leveraging natural markets and building on those relationships to create a strong and consistent referral base of new business leads.Facilitated agency development through the rollout of FFS (Farmers Financial Solutions) the broker dealer arm of Farmers Insurance. Transitioned agencies from a a pure insurance model to a comprehensive approach including needs assessment and financial implementation of insurance, retirement, and investment strategies for Farmers clients. Show less