Financial Advisor
Cetera Wealth Services, Llc
AeroLeads people directory · profile
Robin Donahue Bechtel Email & Phone Number
Financial Advisor
at
Cetera Wealth Services, LLC
1 work email found
@lpl.com
1 phone found area 631
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Advisor
Location
San Diego County, California, United States
Who is Robin Donahue Bechtel? Overview
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Quick answer
Robin Donahue Bechtel is listed as Financial Advisor at Cetera Wealth Services, LLC, based in San Diego County, California, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 631, and a matched LinkedIn profile for Robin Donahue Bechtel.
Robin Donahue Bechtel previously worked as Financial Advisor at Cetera Advisor Networks Llc and Financial Advisor/Registered Principal at Independent Financial Group, Llc. Robin Donahue Bechtel holds Bachelor’S Degree, Finance, Summa Cum Laude from National University.
Company email context
Email format at Cetera Wealth Services, LLC
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*@lpl.com
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AeroLeads found 1 current-domain work email signal for Robin Donahue Bechtel. Compare company email patterns before reaching out.
Profile bio
About Robin Donahue Bechtel
My mission is to help others pursue their financial goals in order to obtain a comfortable level of financial well-being for today and tomorrow. As an experienced financial professional with a personal/organic approach to wealth management, I pursue this through a comprehensive review of my clients’ investment objectives, the development of a sound financial plan, integrity, and a commitment to service. Additionally, I volunteer my time with the Foundation for Personal Financial Education (FPFE), a non-profit 501(c)(3) educational organization comprised of various financial professionals. FPFE conducts hundreds of workshops a year on important financial topics, including cash management, retirement planning and asset allocation for companies, organizations, institutions, and associations of all types. I am committed to financial literacy as I firmly believe that financial education helps individuals make well-informed financial decisions to help achieve their short and long-term financial goals.
Listed skills include Wealth Management, Retirement Planning, Strategic Planning, Portfolio Management, and 8 others.
Current workplace
Robin Donahue Bechtel's current company
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6 roles
Robin Donahue Bechtel work experience
A career timeline built from the work history available for this profile.
Financial Advisor
CurrentRegistered Representative offering securities and advisory services through Cetera Advisors Network LLC (Doing Insurance business in California as CFGAN Insurance Agency LLC), a registered broker-dealer and registered investment advisor. Member FINRA/SIPC. CA Insurance License #0D48461. Licensed to sell securities in the following states: CAInformation.
May 2022 - Present
Financial Advisor/Registered Principal
Registered Principal overseeing four licensed advisors. Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and registered investment advisor. Member FINRA/SIPC. CA Insurance License #0D48461.Licensed to sell securities in the following states: CAInformation provided.
Aug 2016 - May 2022
Financial Advisor/Registered Principal, Lpl Financial
Offered Financial, Investment, Retirement and Insurance planning for individuals, families and small businesses through LPL Financial. Life/Health/Disability Insurance. Series 7, 24, 63, 66 registrations held through LPL Financial. CA Insurance License #0D48461.
Aug 2015 - Aug 2016
Financial Advisor, Registered Principal, Lpl Financial
Offered Financial, Retirement and Insurance planning services to Credit Union members. Also served as Registered Principal over three financial advisors and Program Manager for the credit union financial services program.
Sep 2001 - Aug 2015
Financial Advisor, Lpl Financial
Financial, Retirement and Insurance planning for individuals, families and small businesses through LPL Financial.
Oct 1998 - Sep 2001
1 education record
Robin Donahue Bechtel education
FAQ
Frequently asked questions about Robin Donahue Bechtel
Quick answers generated from the profile data available on this page.
What company does Robin Donahue Bechtel work for?
Robin Donahue Bechtel works for Cetera Wealth Services, LLC.
What is Robin Donahue Bechtel's role at Cetera Wealth Services, LLC?
Robin Donahue Bechtel is listed as Financial Advisor at Cetera Wealth Services, LLC.
What is Robin Donahue Bechtel's email address?
AeroLeads has found 1 work email signal at @lpl.com for Robin Donahue Bechtel at Cetera Wealth Services, LLC.
What is Robin Donahue Bechtel's phone number?
AeroLeads has found 1 phone signal(s) with area code 631 for Robin Donahue Bechtel at Cetera Wealth Services, LLC.
Where is Robin Donahue Bechtel based?
Robin Donahue Bechtel is based in San Diego County, California, United States while working with Cetera Wealth Services, LLC.
What companies has Robin Donahue Bechtel worked for?
Robin Donahue Bechtel has worked for Cetera Wealth Services, Llc, Cetera Advisor Networks Llc, Independent Financial Group, Llc, Lpl Financial, and California Coast Cu/First Future Cu/Lpl Financial.
How can I contact Robin Donahue Bechtel?
You can use AeroLeads to view verified contact signals for Robin Donahue Bechtel at Cetera Wealth Services, LLC, including work email, phone, and LinkedIn data when available.
What schools did Robin Donahue Bechtel attend?
Robin Donahue Bechtel holds Bachelor’S Degree, Finance, Summa Cum Laude from National University.
What skills is Robin Donahue Bechtel known for?
Robin Donahue Bechtel is listed with skills including Wealth Management, Retirement Planning, Strategic Planning, Portfolio Management, Asset Allocation, Investment Advisory, Financial Advisory, and Investments.
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