AeroLeads people directory · profile
Robert Palfreyman, Cfp® Email & Phone Number
Retirement Consultant
at
Empower
2 work emails found
@etrade.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Who is Robert Palfreyman, Cfp®? Overview
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Quick answer
Robert Palfreyman, Cfp® is listed as Retirement Consultant at Empower, based in American Fork, Utah, United States. AeroLeads shows a work email signal at etrade.com and a matched LinkedIn profile for Robert Palfreyman, Cfp®.
Robert Palfreyman, Cfp® previously worked as Financial Consultant at E*Trade and Senior Financial Advisor at Morgan Stanley. Robert Palfreyman, Cfp® holds Masters Of Accounting from Weber State University.
Company email context
Email format at Empower
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*@etrade.com
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AeroLeads found 2 current-domain work email signals for Robert Palfreyman, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Palfreyman, Cfp®
E*TRADE is a leading financial services company and a pioneer in the online brokerage industry. Having executed the first-ever electronic trade by an individual investor more than 30 years ago, the Company has long been at the forefront of the digital revolution, offering easy-to-use solutions for individual investors and stock participants. Founded on the principle of innovation and determined to level the playing field for individual investors, E*TRADE delivers digital platforms and professional assistance to help investors and traders meet their near-and long-term investing goals. The Company provides these services both online and through its network of customer service representatives and financial consultants – over the phone at two national branches and in-person at 30 E*TRADE branches, including right here in Sandy Utah. Financial Consultants are registered with E*TRADE Securities LLC, Member FINRA/SIPC and with E*TRADE Capital Management, LLC, a registered investment adviser. E*TRADE Capital Management and E*TRADE Securities are separate but affiliated companies.
Listed skills include Finance, Team Building, Risk Management, Strategic Planning, and 9 others.
Current workplace
Robert Palfreyman, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Empower
Website
AeroLeads page
8 roles
Robert Palfreyman, Cfp® work experience
A career timeline built from the work history available for this profile.
Financial Consultant
Senior Financial Advisor
Adjunct Faculty – Business Instructor
Teach undergraduate courses in business, including Business 215 Spreadsheet Analysis for Business, BUS 115 Business Application, FIN 301 Financial Management, etc.]. Develop and deliver lectures, materials, and assessments to foster student learning and engagement. Implement online teaching strategies to accommodate diverse learning styles. Provide academic advising and mentorship to students regarding career paths and coursework. Assess and grade student assignments, projects, and exams, offering constructive feedback. Collaborate with fellow faculty members to enhance course content and teaching methods.
Dec 2013 - Aug 2024
Financial Consultant
Jun 2017 - Jan 2023
Platinum Relationship Manager
Manage a portfolio of high-net-worth clients with assets exceeding $200 million, offering tailored wealth management solutions, including investment strategies, estate planning, and lending services. Cultivate and maintain long-term relationships with clients, understanding their financial goals, risk tolerance, and personal preferences to provide personalized financial advice. Advise clients on investment opportunities, asset diversification, and retirement strategies, resulting in a 90% client retention rate. Work closely with clients to structure customized credit facilities and lending solutions that align with their financial objectives. Regularly meet with clients to review portfolio performance, make recommendations, and address any concerns, ensuring satisfaction and trust.
Jan 2013 - Jun 2018
Finance Instructor
• Instruct online Personal Financial Planning and Corporate finance courses• Educate, motivate and assist students with complex financial and accounting concepts • Direct group discussions and online trainings sessions with students • Assess performance of students and provide timely feedback for improvement• Coordinate the assignment and utilization of university resources within the online instruction
Mar 2009 - Jan 2013
Sr. Investment Analyst
• Educated, motivated and assisted clients on how to trade the financial markets using stocks, mutual funds, options, forex and futures via one to one setting or one to many live or via WebEx Result – Maintained consistent customer satisfaction scores above 90%• Increased revenue through cross-selling of company products and services Result – consistently in top 10% on my team for number of upsells • Developed and Presented content for team and department trainings Result – chosen by department head to help oversee training for department consisting of over 100 employees• Monitored, evaluated and trained the performance of other coaches on my team• Trained New hire groups of investment coaches on company procedures and products• Conducted internal audits of company products to ensure accuracy• Provided analysis and interpretation of financial statements • Coordinated efforts with other departments to ensure customer satisfaction
Mar 2004 - Nov 2012
4 education records
Robert Palfreyman, Cfp® education
Masters Of Accounting
Weber State University
Master Of Business Administration (M.B.A.), Business Administration And Management
Weber State University
Bachelor Of Science (B.S.), Accounting
Utah Valley University
Bachelor Of Arts (B.A.), Spanish Language And Literature
Brigham Young University
FAQ
Frequently asked questions about Robert Palfreyman, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Palfreyman, Cfp® work for?
Robert Palfreyman, Cfp® works for Empower.
What is Robert Palfreyman, Cfp®'s role at Empower?
Robert Palfreyman, Cfp® is listed as Retirement Consultant at Empower.
What is Robert Palfreyman, Cfp®'s email address?
AeroLeads has found 2 work email signals at @etrade.com for Robert Palfreyman, Cfp® at Empower.
Where is Robert Palfreyman, Cfp® based?
Robert Palfreyman, Cfp® is based in American Fork, Utah, United States while working with Empower.
What companies has Robert Palfreyman, Cfp® worked for?
Robert Palfreyman, Cfp® has worked for Empower, E*Trade, Morgan Stanley, Byu-Idaho, and University Of Phoenix.
How can I contact Robert Palfreyman, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Palfreyman, Cfp® at Empower, including work email, phone, and LinkedIn data when available.
What schools did Robert Palfreyman, Cfp® attend?
Robert Palfreyman, Cfp® holds Masters Of Accounting from Weber State University.
What skills is Robert Palfreyman, Cfp® known for?
Robert Palfreyman, Cfp® is listed with skills including Finance, Team Building, Risk Management, Strategic Planning, Microsoft Office, Investments, Financial Services, and Financial Analysis.
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