Rob Lackey, Msfp, Cfp®, Bfa™ Email and Phone Number
Rob Lackey, Msfp, Cfp®, Bfa™ work email
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Rob Lackey, Msfp, Cfp®, Bfa™ personal email
My desire is to help individuals, families, and businesses have more financial confidence so that they can live their best life. When we get weighed down by financial stress, it can be difficult to feel like we’re making progress towards accomplishing our goals. I work with people to develop strategies to alleviate some of that financial stress. By having a strong strategy in place, you can feel confident that you’re working towards meeting your goals each day, without even having to think about it! Whether your concerns revolve around saving (be it for emergencies, a vacation, retirement, etc), or making sure that you and your family are protected, we can work together to develop a custom strategy specific to your situation.*Securities and advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. Insurance services offered through Roop Financial Services, which is not affiliated with Woodbury Financial. 9061 Stone Walk Place, Germantown, TN 38138; 901-683-4030. Nothing contained herein is to be considered tax or legal advice. Tax/or legal advice should be obtained from a professional, duly licensed to provide such services. Please visit our website for additional disclosures.www.FINRA.orgwww.SIPC.org
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Certified Financial PlannerP-1 Financial Planning & Wealth StrategiesMemphis, Tn, Us
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Certified Financial PlannerP1 Financial Planning And Wealth Strategies Oct 2023 - Present
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OwnerThe Family Cup Coffee Co. Jun 2023 - Present
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Certified Financial PlannerRoop Financial Services, Inc. May 2017 - Oct 2023 -
Financial AdvisorShoemaker Financial Jan 2015 - May 2017Germantown, Tennessee, UsRobert Lackey is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. member FINRA/SIPC.Securities and investment advisory services offered through Securian Financial Services, Inc. member FINRA/SIPC. Shoemaker Financial is independently owned and operated. -
Financial AssociateThrivent Financial Feb 2013 - Dec 2014Minneapolis, Mn, UsNo matter what your goals, achieving them requires preparation. I help assess your current situation and develop a financial strategy that's customized for you. From strategies to help you grow your assets to preparing for retirement, I'll help you make informed decisions to stay on track with your goals.I help individuals and families develop a strategy to reach their financial goals and live generous lives. These financial goals could include: • Protecting the family with life insurance • Saving for retirement • Saving for a child’s college education • Charitable giving to their favorite organizations or causes.As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activities.For important disclosure information, visit thrivent.com/disclosures -
Manager - Commission AccountingAmerican National Insurance Jul 2011 - Jan 2013Galveston, Texas, Us
Rob Lackey, Msfp, Cfp®, Bfa™ Skills
Rob Lackey, Msfp, Cfp®, Bfa™ Education Details
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The University Of AlabamaFinancial Planning And Counseling -
The University Of MemphisGeneral
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Christian Brothers High School Memphis
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Ridgeway High School
Frequently Asked Questions about Rob Lackey, Msfp, Cfp®, Bfa™
What company does Rob Lackey, Msfp, Cfp®, Bfa™ work for?
Rob Lackey, Msfp, Cfp®, Bfa™ works for P-1 Financial Planning & Wealth Strategies
What is Rob Lackey, Msfp, Cfp®, Bfa™'s role at the current company?
Rob Lackey, Msfp, Cfp®, Bfa™'s current role is Certified Financial Planner.
What is Rob Lackey, Msfp, Cfp®, Bfa™'s email address?
Rob Lackey, Msfp, Cfp®, Bfa™'s email address is ro****@****ent.com
What schools did Rob Lackey, Msfp, Cfp®, Bfa™ attend?
Rob Lackey, Msfp, Cfp®, Bfa™ attended The University Of Alabama, The University Of Memphis, Christian Brothers High School Memphis, Ridgeway High School.
What skills is Rob Lackey, Msfp, Cfp®, Bfa™ known for?
Rob Lackey, Msfp, Cfp®, Bfa™ has skills like Asset Protection, Life Insurance, Investment Strategies, Asset Allocation, Financial Strategy, Education Funding, Estate Strategies, Charitable Strategies.
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