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@spectrumwealthpartners.com
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4 phones found area 925 and 484
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Robert Waldron is listed as Partner at Spectrum Wealth Partners, a company with 2 employees, based in San Ramon, California, United States. AeroLeads shows a work email signal at spectrumwealthpartners.com, phone signal with area code 925, 484, and a matched LinkedIn profile for Robert Waldron.
Robert Waldron previously worked as Managing Director / Regional CEO at Lincoln Financial Advisors. Robert Waldron holds Bachelor’S Degree, Business Administration from St Leo'S University.
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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
Listed skills include Business Owner Strategies, Retirement Planning, Strategic Financial Planning, Wealth Management, and 21 others.
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3201 Danville Blvd., Ste 190 Alamo, Ca 94507
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.
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.
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Robert Waldron works for Spectrum Wealth Partners.
Robert Waldron is listed as Partner at Spectrum Wealth Partners.
AeroLeads has found 2 work email signals at @spectrumwealthpartners.com for Robert Waldron at Spectrum Wealth Partners.
AeroLeads has found 4 phone signal(s) with area code 925, 484 for Robert Waldron at Spectrum Wealth Partners.
Robert Waldron is based in San Ramon, California, United States while working with Spectrum Wealth Partners.
Robert Waldron has worked for Spectrum Wealth Partners and Lincoln Financial Advisors.
Robert Waldron's colleagues at Spectrum Wealth Partners include Robert Waldron and Ashley Tilston.
You can use AeroLeads to view verified contact signals for Robert Waldron at Spectrum Wealth Partners, including work email, phone, and LinkedIn data when available.
Robert Waldron holds Bachelor’S Degree, Business Administration from St Leo'S University.
Robert Waldron is listed with skills including Business Owner Strategies, Retirement Planning, Strategic Financial Planning, Wealth Management, Investment Planning, Investment Management, Estate Planning, and Wealth Accumulation.
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