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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.
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ManagerEdgeco LlcLos Angeles, Ca, Us
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Manager And OwnerKelly Mine Investments Llc Feb 2022 - PresentExploration of Gold, Silver and Tungsten.
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Ceo & FounderEstate Planning Team Dec 2000 - PresentIndian Wells, Ca, UsEstate 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 | Investment AdvisorDst Wealth Management, Llc Aug 2019 - PresentIndian Wells, California, UsRobert 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. -
Wealth ManagerCentaurus Financial, Inc.® Nov 2015 - Aug 2019Anaheim, Ca, Us -
Wealth Manager | Branch Manager & Registered PrincipalJ.P. Turner & Company, Llc 2007 - 2015Atlanta, Ga, Us -
Wealth Manager | Branch Manager & Registered PrincipalBrookstreet Securities Corp 2001 - 2007 -
Wealth Manager | Branch Manager & Registered PrincipalRaymond James Financial, Inc. 1997 - 2001St. Petersburg, Florida, Us -
Wealth ManagerSpelman & Company Investments Apr 1996 - Jun 1998
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Wealth ManagerAsh & Company Investments 1994 - 1996
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Professional Football PlayerSan Francisco 49Ers May 1985 - Aug 1986Santa Clara, California, UsI played for the 49ers as the offensive center and guard along with special teams.
Robert Binkele Skills
Robert Binkele Education Details
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University Of UtahBusiness
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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