Who is Robert Mauldin Cfp? Overview
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Quick answer
Robert Mauldin Cfp is listed as Instructor at UC Irvine, based in Anaheim, California, United States. AeroLeads shows a matched LinkedIn profile for Robert Mauldin Cfp.
Robert Mauldin Cfp previously worked as Senior Wealth Advisor at Citi Personal Wealth Management and Owner/Financial Advisor at Mauldin Wealth Management. Robert Mauldin Cfp holds Doctor Of Law - Jd, Law from Trinity Law School.
Company email context
Email format at UC Irvine
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UC Irvine
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Profile bio
About Robert Mauldin Cfp
Robert Mauldin Cfp is a Instructor at UC Irvine. They possess expertise in retirement planning, estate planning, investments.
Listed skills include Retirement Planning, Estate Planning, and Investments.
Current workplace
Robert Mauldin Cfp's current company
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10 roles · 27 years
Robert Mauldin Cfp work experience
A career timeline built from the work history available for this profile.
Instructor
Current
Sep 2019 - Present
Senior Wealth Advisor
Current
Citi Personal Wealth Management
Sep 2013 - Present
Owner/Financial Advisor
Dec 2012 - Sep 2013
Financial Advisor
Dec 2009 - Dec 2012
Financial Advisor
I work with mid to high range net worth individuals that are looking to come up with a detailed plan to achieve specific goals such as education and retirement, while taking into account protection estate and tax needs.
Oct 2007 - Dec 2009
Branch Manager
First Stop Financial
Nov 2006 - Sep 2007
Client Specialist
2004 - 2006
~2 yrs
Senior Loan Officer
2002 - 2004
~2 yrs
Loan Officer
First Stop Financial
1999 - 2002
~3 yrs
5 education records
Robert Mauldin Cfp education
Doctor Of Law - Jd, Law
Trinity Law School
Cfp, Financial Planning And Services
Uc Irvine
Bachelors, Business/Finance
University Of Phoenix
Crpc, Retirement Planning
College For Financial Planning
Education record
Moorpark College
FAQ
Frequently asked questions about Robert Mauldin Cfp
Quick answers generated from the profile data available on this page.
What company does Robert Mauldin Cfp work for?
Robert Mauldin Cfp works for UC Irvine.
What is Robert Mauldin Cfp's role at UC Irvine?
Robert Mauldin Cfp is listed as Instructor at UC Irvine.
Where is Robert Mauldin Cfp based?
Robert Mauldin Cfp is based in Anaheim, California, United States while working with UC Irvine.
What companies has Robert Mauldin Cfp worked for?
Robert Mauldin Cfp has worked for Uc Irvine, Citi Personal Wealth Management, Mauldin Wealth Management, Jp Morgan Securities Llc, and Ameriprise Financial.
How can I contact Robert Mauldin Cfp?
You can use AeroLeads to view verified contact signals for Robert Mauldin Cfp at UC Irvine, including work email, phone, and LinkedIn data when available.
What schools did Robert Mauldin Cfp attend?
Robert Mauldin Cfp holds Doctor Of Law - Jd, Law from Trinity Law School.
What skills is Robert Mauldin Cfp known for?
Robert Mauldin Cfp is listed with skills including Retirement Planning, Estate Planning, and Investments.
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