Robert Waldron Email and Phone Number
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Bob joined Lincoln Financial Advisors 35 years ago with the desire and commitment to help business owners, professional and senior executives meet their financial goals. Previously Bob served as Regional CEO for Sagemark Consulting/Lincoln Financial Advisors, more currently as Managing Director until his retirement from that position in 2005. From that experience he has transferred his knowledge to his personal clients. To this day, he maintains a select number of client relationships and continues to provide options and solutions to estate, business succession, retirement, and investment issues.Bob has extreme experience and acumen in serving his exclusive clientele, most of which are owners of their own businesses. He provides options on “How to Transfer” their business interest to other family members or key people within the business as well as providing them with creative ideas on how to distribute their assets to their children, and/or future generations with minimum estate tax impact.Another main aspect of his work is to provide guidance in the accumulation of his client’s wealth through proper allocation of their investable assets all with his client’s risk tolerance in mind.In light of Bob’s personal planning experience and many cases he has encountered, he knows exactly what it takes to provide his clients with confidence in their financial situations.Bob is a graduate of St. Leo University with a degree in Business Administration. He has been active in many associations and is currently a member of the National Association of Insurance and Financial Advisors (NAIFA) and their past President. Additionally, Bob is a member of an elite group of planners within Sagemark Consulting, Private Wealth Services. Specialties: Business Owner Strategies, Charitable Giving, Economic Concepts, Education Funding, Employee Benefits, Estate And Asset Protection Strategies, Insurance, Investment Planning, Personal Finance, Retirement Planning, Tax Considerations
Spectrum Wealth Partners
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- spectrumwealthpartners.com.au
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PartnerSpectrum Wealth Partners Jan 2013 - Present3201 Danville Blvd., Ste 190 Alamo, Ca 94507Bob Waldron is a partner of Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp.'s registered investment advisor. His practice specializes in working with individuals and small business owners on their planning needs and focuses on the areas of Estate Planning, Investment Planning, Retirement Planning and Business Owner Planning. Spectrum Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp.Robert… Show more Bob Waldron is a partner of Spectrum Wealth Partners, and is affiliated with Sagemark Consulting, a division of the Lincoln Financial Advisors Corp.'s registered investment advisor. His practice specializes in working with individuals and small business owners on their planning needs and focuses on the areas of Estate Planning, Investment Planning, Retirement Planning and Business Owner Planning. Spectrum Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp.Robert Waldron is a registered representative of Lincoln Financial Advisors Corp.Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances. CRN1665951-121816Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp., a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Branch Address: 3201 Danville Blvd., Ste 190 | P.O. Box 528 Alamo, Ca 94507 Phone: (925) 786-7636 Show less
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Managing Director / Regional CeoLincoln Financial Advisors May 1975 - Jun 2005Lincoln Financial Advisors is a nationwide financial planning firm with over 2,200 representatives in hundreds of offices across the country. Our professionals include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation. Our associates work as a team to provide clients… Show more Lincoln Financial Advisors is a nationwide financial planning firm with over 2,200 representatives in hundreds of offices across the country. Our professionals include Chartered Financial Consultants, Chartered Life Underwriters, Chartered Retirement Planning CounselorsSM, Certified Public Accountants*, and other associates whose expertise encompasses the financial planning strategies that help support wealth accumulation and preservation. Our associates work as a team to provide clients with comprehensive financial, retirement, investment, business owner and estate planning using proven strategies and state-of-the-art software. Our advisors can help clients implement financial solutions to address the unique needs uncovered during the financial planning process. Our firm's philosophy - the one that uniquely defines the way we do business - is "Serve First, Last and AlwaysSM." The essence of this philosophy is that in all client engagements, we are committed to do whatever is required to get our clients to take the actions that are necessary to put their financial affairs in the best possible order. The hallmark of our firm has always been to deliver personalized financial plans and solution strategies that help meet the unique needs of our clients. If this kind of partnership makes sense to you, give us the opportunity to personally discuss the benefits you and your employees will enjoy by working with us. *Not practicing on behalf of Lincoln Financial Advisors Show less
Robert Waldron Skills
Robert Waldron Education Details
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St Leo'S UniversityBusiness Administration
Frequently Asked Questions about Robert Waldron
What company does Robert Waldron work for?
Robert Waldron works for Spectrum Wealth Partners
What is Robert Waldron's role at the current company?
Robert Waldron's current role is Financial Planner to affluent Business Owners specializing in succession planning. | Partner at Spectrum Wealth Partners.
What is Robert Waldron's email address?
Robert Waldron's email address is ro****@****lfg.com
What is Robert Waldron's direct phone number?
Robert Waldron's direct phone number is +192565*****
What schools did Robert Waldron attend?
Robert Waldron attended St Leo's University.
What skills is Robert Waldron known for?
Robert Waldron has skills like Business Owner Strategies, Retirement Planning, Strategic Financial Planning, Wealth Management, Investment Planning, Investment Management, Estate Planning, Wealth Accumulation, Personal Finance, Insurance, Financial Services, Financial Advisory.
Who are Robert Waldron's colleagues?
Robert Waldron's colleagues are Robert Waldron, Ashley Tilston.
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Robert Waldron
Denver, Co1alum.mit.edu -
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Robert Waldron
Evanston, Il4flex.com, yahoo.com, wockhardt.com, thermofisher.com
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