Robert Binkele

Robert Binkele Email and Phone Number

Manager @ Edgeco LLC
Los Angeles, CA, US
Robert Binkele's Location
Los Angeles Metropolitan Area, United States, United States
Robert Binkele's Contact Details

Robert Binkele work email

Robert Binkele personal email

n/a
About Robert Binkele

Robert Binkele is the CEO & Founder of the Estate Planning Team and an Investment Advisor representative with DST Wealth Management, LLC. Estate Planning Team (EPT) is a membership group of legal and financial service professionals dedicated to helping professionals just like you preserve their client’s wealth and protect their estates. Our company offers a unique mix of expertise in tax law and asset management to help our members develop strategies aimed at deferring taxes and growing client’s portfolios, while minimizing risk. Our mission is to help people defer their capital gains taxes on highly appreciated assets: residential property, businesses, stock sales, and more. Estate Planning Team provides exclusive access to market our proprietary capital gains tax deferral strategy, the Deferred Sales Trust. Our membership includes the tools, strategies, and resources to increase your business: more listings, more AUM, more insurance sales, etc. DST Wealth Management, LLC and the Estate Planning Team are not affiliated entities. As CEO of Estate Planning Team, Robert Binkele promotes the use of the Deferred Sales Trust or other estate planning techniques to individuals as an outside business activity which is unrelated to his affiliation with DST Wealth Management, LLC. Estate Planning Team and the Deferred Sales Trust are unrelated to DST Wealth Management, LLC and DST Wealth Management, LLC is not responsible for nor does it endorse recommendations made by members of the Estate Planning Team, including the Deferred Sales Trust or other tax, legal or estate planning strategies.

Robert Binkele's Current Company Details
Edgeco LLC

Edgeco Llc

View
Manager
Los Angeles, CA, US
Robert Binkele Work Experience Details
  • Edgeco Llc
    Manager
    Edgeco Llc
    Los Angeles, Ca, Us
  • Kelly Mine Investments Llc
    Manager And Owner
    Kelly Mine Investments Llc Feb 2022 - Present
    Exploration of Gold, Silver and Tungsten.
  • Estate Planning Team
    Ceo & Founder
    Estate Planning Team Dec 2000 - Present
    Indian Wells, Ca, Us
    Estate Planning Team is a membership organization with a turnkey marketing plan and the support of tax and legal professionals to help you tap into this wealth transfer by providing your clients with capital gains tax and estate planning (probate avoidance) solutions.
  • Dst Wealth Management, Llc
    Dst Wealth Management | Investment Advisor
    Dst Wealth Management, Llc Aug 2019 - Present
    Indian Wells, California, Us
    Robert Binkele is an Investment Advisor Representative and the CEO & Founder of Estate Planning Team. DST Wealth Management and Estate Planning Team are not affiliated entities. Robert Binkele promotes the use of the Deferred Sales Trust™ or other estate planning techniques to individuals as an outside business activity which is unrelated to his affiliation with DST Wealth Management. Estate Planning Team and the Deferred Sales Trust™ are unrelated to DST Wealth Management and DST Wealth Management is not responsible for nor does it endorse recommendations made by members of Estate Planning Team, including the Deferred Sales Trust™ or other tax, legal or estate planning strategies.
  • Centaurus Financial, Inc.®
    Wealth Manager
    Centaurus Financial, Inc.® Nov 2015 - Aug 2019
    Anaheim, Ca, Us
  • J.P. Turner & Company, Llc
    Wealth Manager | Branch Manager & Registered Principal
    J.P. Turner & Company, Llc 2007 - 2015
    Atlanta, Ga, Us
  • Brookstreet Securities Corp
    Wealth Manager | Branch Manager & Registered Principal
    Brookstreet Securities Corp 2001 - 2007
  • Raymond James Financial, Inc.
    Wealth Manager | Branch Manager & Registered Principal
    Raymond James Financial, Inc. 1997 - 2001
    St. Petersburg, Florida, Us
  • Spelman & Company Investments
    Wealth Manager
    Spelman & Company Investments Apr 1996 - Jun 1998
  • Ash & Company Investments
    Wealth Manager
    Ash & Company Investments 1994 - 1996
  • San Francisco 49Ers
    Professional Football Player
    San Francisco 49Ers May 1985 - Aug 1986
    Santa Clara, California, Us
    I played for the 49ers as the offensive center and guard along with special teams.

Robert Binkele Skills

Alternative Investments Estate Planning Series 63 Financial Advisory Fixed Annuities Bonds Fixed Income Insurance Retirement Planning Wealth Management Services Portfolio Management Tax Investments Investment Advisory Asset Allocation Strategic Planning Financial Services Equities Wealth Management Mutual Funds Uniform Combined State Law Strategic Financial Planning Finra Investment Strategies Real Estate Asset Management Asset Long Term Care Wealth Series 24 Etfs Funding Retirement Series 65 Series 7 Securities Hedge Funds Investment Management

Robert Binkele Education Details

  • University Of Utah
    University Of Utah
    Business

Frequently Asked Questions about Robert Binkele

What company does Robert Binkele work for?

Robert Binkele works for Edgeco Llc

What is Robert Binkele's role at the current company?

Robert Binkele's current role is Manager.

What is Robert Binkele's email address?

Robert Binkele's email address is rb****@****ept.com

What is Robert Binkele's direct phone number?

Robert Binkele's direct phone number is +176034*****

What schools did Robert Binkele attend?

Robert Binkele attended University Of Utah.

What are some of Robert Binkele's interests?

Robert Binkele has interest in Boating And Sking, Travel.

What skills is Robert Binkele known for?

Robert Binkele has skills like Alternative Investments, Estate Planning, Series 63, Financial Advisory, Fixed Annuities, Bonds, Fixed Income, Insurance, Retirement Planning, Wealth Management Services, Portfolio Management, Tax.

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