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Robert Sale Email & Phone Number

Investment Advisor Representative at Diversify
Location: Lehi, Utah, United States 5 work roles 2 schools
1 work email found @dfpg.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email r****@dfpg.com
LinkedIn Profile matched
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Current company
Role
Investment Advisor Representative
Location
Lehi, Utah, United States
Company size

Who is Robert Sale? Overview

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Quick answer

Robert Sale is listed as Investment Advisor Representative at Diversify, a company with 60 employees, based in Lehi, Utah, United States. AeroLeads shows a work email signal at dfpg.com and a matched LinkedIn profile for Robert Sale.

Robert Sale previously worked as Financial Advisor at Summit Global Investments and Investment Advisor Representative at Transamerica Financial Advisors, Inc.. Robert Sale holds Bachelor Of Arts (B.A.), Educational Leadership And Administration, General from University Of Southern California.

Company email context

Email format at Diversify

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{first_initial}{last}@dfpg.com
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AeroLeads found 1 current-domain work email signal for Robert Sale. Compare company email patterns before reaching out.

Profile bio

About Robert Sale

Created to help investors and advisors better manage risk so they can reach their investment goals. Summit Global Investments (SGI) grew out of the Great Financial Crisis of 2008. Families, individuals, and institutions alike were concerned; they realized they needed professional risk management to help protect their assets.Today, we are an independently owned, SEC-registered Investment advisor headquartered in Bountiful, Utah. We offer professional investment management to institutions, endowments and foundations, family offices, and individuals.Visit us at: www.sgiam.com/ Advisory Services are offered through Summit Global Investments. Member FINRA / SIPC.This is neither an offer to sell nor a solicitation to purchase securities. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Past performance of investments is no indication of future results. Information found on this social media site is not intended to be a substitute for specific individualized advice.

Current workplace

Robert Sale's current company

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Diversify
Diversify
Investment Advisor Representative
Lehi, UT, US
Website
Employees
60
AeroLeads page
5 roles

Robert Sale work experience

A career timeline built from the work history available for this profile.

Investment Advisor Representative

Lehi, UT, US

Financial Advisor

Current

Lehi, Utah, United States

Experienced in assisting companies and individuals work towards, and pursue their short and long-term financial goals. This includes 401(k) retirement planning, investment analysis, asset-based Long Term Care planning, tax savings strategies, cash flow management, executive benefits, employee benefits, estate preservation, and effective business structuring.

Nov 2024 - Present

Investment Advisor Representative

Lehi, Utah, United States

Jun 2022 - Nov 2024

Registered Representative

Los Angeles, California, United States

May 2006 - Jan 2012
Team & coworkers

Colleagues at Diversify

Other employees you can reach at diversify.com. View company contacts for 60 employees →

2 education records

Robert Sale education

FAQ

Frequently asked questions about Robert Sale

Quick answers generated from the profile data available on this page.

What company does Robert Sale work for?

Robert Sale works for Diversify.

What is Robert Sale's role at Diversify?

Robert Sale is listed as Investment Advisor Representative at Diversify.

What is Robert Sale's email address?

AeroLeads has found 1 work email signal at @dfpg.com for Robert Sale at Diversify.

Where is Robert Sale based?

Robert Sale is based in Lehi, Utah, United States while working with Diversify.

What companies has Robert Sale worked for?

Robert Sale has worked for Diversify, Summit Global Investments, Transamerica Financial Advisors, Inc., and World Group Securties.

Who are Robert Sale's colleagues at Diversify?

Robert Sale's colleagues at Diversify include Nate Huntsman, Ruben E. Vilorio, Cfp®, Basha Jacque, Angela Hunt, and Jenie Connors, Cfp®.

How can I contact Robert Sale?

You can use AeroLeads to view verified contact signals for Robert Sale at Diversify, including work email, phone, and LinkedIn data when available.

What schools did Robert Sale attend?

Robert Sale holds Bachelor Of Arts (B.A.), Educational Leadership And Administration, General from University Of Southern California.

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