Fiduciary, Annuity And Life Agent. Tax Efficient Asset And Annuity Contract Restructuring.
Personal Wealth Management-Designing Retirement Income & Legacy Plans
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Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent Email & Phone Number
Fiduciary, Annuity and Life Agent. Tax Efficient Asset and Annuity Contract Restructuring.
at
Personal Wealth Management-Designing Retirement Income & Legacy Plans
1 work email found
@comcast.net
6 phones found area 248 and 313
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Role
Fiduciary, Annuity and Life Agent. Tax Efficient Asset and Annuity Contract Restructuring.
Location
Commerce Township, Michigan, United States
Who is Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent? Overview
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Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent is listed as Fiduciary, Annuity and Life Agent. Tax Efficient Asset and Annuity Contract Restructuring. at Personal Wealth Management-Designing Retirement Income & Legacy Plans, based in Commerce Township, Michigan, United States. AeroLeads shows a work email signal at comcast.net, phone signal with area code 248, 313, and a matched LinkedIn profile for Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent.
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent previously worked as Fiduciary, Investment Advisor, Annuity & Life Agent at Personal Wealth Management, Llc and Fiduciary, Annuity & Life Agent at Personal Wealth Management at Personal Wealth Management, Llc. Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent holds Bba, Marketing, Real Estate, Land Use Planning from Eastern Michigan University.
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*@comcast.net
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Profile bio
About Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent
WE DESIGN, FOR YOU, Retirement Income, legacy, and estate planning strategies THAT STRIVE TO STAND THE TEST OF TIME!After a detailed discussion to understand each client's specific goals and objectives, I may recommend:1) Growth with Income investment portfolios utilizing ETFs, income funds, guaranteed annuities, alternative investments..2) Income & Legacy Guarantees with Annuities & Life Insurance.3) Reg. D (Accredited Investor only) Income funds (500k minimum typically) offered thru Prime Meridian Capital Management, LLC.4) Estate and Succession Planning strategies for families and business owners.My clientele is quite diverse and include individuals referred to me who may be both High Net Worth / Accredited and non-accredited, baby boomers (like me) and their children, as well as defined benefit plans, institutional and non-profit organizations. IT IS MY BELIEF that you stand a higher probability of achieving your personal retirement income and financial planning goals and objectives by blending Non Correlated Alternative Strategies mentioned above with the more traditional global stock and bond asset allocations.
Listed skills include Wealth Management, Portfolio Management, Estate Planning, Asset Management, and 13 others.
Current workplace
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent's current company
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Personal Wealth Management-Designing Retirement Income & Legacy Plans
AeroLeads page
6 roles
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent work experience
A career timeline built from the work history available for this profile.
Fiduciary, Investment Advisor, Annuity & Life Agent
Current
Mar 2003 - Present
Fiduciary, Annuity & Life Agent At Personal Wealth Management
Current
Mar 2003 - Present
Business Development Specialist
CurrentI like to describe my business affiliation with Prime Meridian Capital Management, based in Walnut Creek, CA, as beneficial to Income seeking Retail and Accredited Investors looking for stable-income producing alternative investments. PMIFX and 3-Reg D Income funds are available to Accredited Investors, RIAs, Institutions. Reg D Income offerings (500k Minimum typically) via A) Prime Meridian Income Fund; B) Real Estate Lending Fund and C) Special Opportunities Fund. The funds mostly consist of Short Duration, High Yield notes, and loans, as well as Life Settlements and Litigation Finance arrangements generating strong risk-adjusted returns. Please call me to also discuss a new Interval Mutual Fund available to retail investors on my TD Ameritrade Custodial platform.
May 2012 - Present
Volunteer Scorekeeper
Current
Ncaa Wrestling
My team works hand in hand with the Referees on the mat to assure accurate results for those young men attempting to ultimately qualify for and participate in the NCAA National Championship tournaments in March, annually. We call it "March Matness". Being in the thick of the action and making new friends passionate for the sport has been a real joy for me over the years.
Feb 2007 - Present
Vice President & Trust Officer
First Of America Bank, Birmingham, Mi; Texas Commerce Bank, Houston, Tx
Served as Trustee to Non-Profit 501c(3) and Corporate CMO Bond Issuance Trusts / Clients primarily in the area of capital (debt) finance. Involved in all aspects of debt issuance, and ongoing legal and financial covenant administration. Managed fixed income investment portfolios for clients, as needed.
Mar 1987 - Mar 1999
7 education records
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent education
Bba, Marketing, Real Estate, Land Use Planning
Eastern Michigan University
Master Of Business Administration - Mba, Finance And Marketing
University Of St. Thomas (Tx)
Mba, Finance And Marketing
University Of St. Thomas (Tx)
Bba, Business, Real Estate / Land Use Planning
Eastern Michigan Univesity
Master Of Business Administration - Mba, Finance And Marketiing
University Of St. Thomas (Tx)
Bachelor Of Business Administration - Bba, Business, Real Estate And Land Use Planning
Eastern Michigan University
Bachelor Of Business Administration - Bba, Business, Real Estate And Land Use Planning
Eastern Michigan University
FAQ
Frequently asked questions about Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent
Quick answers generated from the profile data available on this page.
What company does Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent work for?
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent works for Personal Wealth Management-Designing Retirement Income & Legacy Plans.
What is Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent's role at Personal Wealth Management-Designing Retirement Income & Legacy Plans?
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent is listed as Fiduciary, Annuity and Life Agent. Tax Efficient Asset and Annuity Contract Restructuring. at Personal Wealth Management-Designing Retirement Income & Legacy Plans.
What is Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent's email address?
AeroLeads has found 1 work email signal at @comcast.net for Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent at Personal Wealth Management-Designing Retirement Income & Legacy Plans.
What is Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent's phone number?
AeroLeads has found 6 phone signal(s) with area code 248, 313 for Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent at Personal Wealth Management-Designing Retirement Income & Legacy Plans.
Where is Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent based?
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent is based in Commerce Township, Michigan, United States while working with Personal Wealth Management-Designing Retirement Income & Legacy Plans.
What companies has Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent worked for?
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent has worked for Personal Wealth Management-Designing Retirement Income & Legacy Plans, Personal Wealth Management, Llc, Prime Meridian Capital Management, Ncaa Wrestling, and First Of America Bank, Birmingham, Mi; Texas Commerce Bank, Houston, Tx.
How can I contact Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent?
You can use AeroLeads to view verified contact signals for Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent at Personal Wealth Management-Designing Retirement Income & Legacy Plans, including work email, phone, and LinkedIn data when available.
What schools did Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent attend?
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent holds Bba, Marketing, Real Estate, Land Use Planning from Eastern Michigan University.
What skills is Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent known for?
Robert A. Minasian, Mba -Fiduciary, Annuity And Life Agent is listed with skills including Wealth Management, Portfolio Management, Estate Planning, Asset Management, Fixed Annuities, Investment Advisory, Financial Advisory, and Risk Management.
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