Robert Kluttz
Financial Advisor based in Winston-Salem, NC | Experienced & Trusted Advisor | CFP®, CLU®, ChFC®, CASL® CLTC
- Role
- Financial Advisor at Northwestern Mutual
- Location
- Winston-Salem, NC, US
- LinkedIn followers
- 500 followers
About Robert Kluttz
When I am asked, “What keeps you in this business?” my answer is always the same: I love…
Experience
Financial Advisor
May 1997 — Present
I began my career with Northwestern Mutual as a college intern, following the recommendation of my current Managing Partner. Now, nearly twenty years into the business, I am a Financial Advisor with connections to other advisors across the United States, providing me with great access to other brilliant minds in the industry. This allows me to help my clients in many capacities. My tenure with Northwestern Mutual speaks to the company’s credibility as a stable financial institution. Northwestern Mutual offers high quality investment and wealth management programs and services for high net worth clients. It is a more than 155-year-old mutual company serving the insurance and investment needs of more than three million clients. The company’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
Education
Virginia Episcopal School
High School
1991 — 1993
The University of North Carolina at Chapel Hill
Bachelor of Arts (BA)
1994 — 1997
Skills
- Retirement Plan Consulting
- Term Life Insurance
- Fixed Annuities
- Risk Management
- Wealth Management
- Group Insurance
- Money Market Accounts
- Bonds
- Long Term Care Insurance
- Business Development
- Variable Annuities
- Cash Management
- Wealth Preservation Planning
- Cltc
- Stock Management
- Mutual Funds
- Trust Services
- Estate Planning
- Long Term Business Planning
- Asset Protection
- Dental Insurance
- Group Benefit Plans
- Clu
- Chfc
- Money Market Funds
- Retirement Income Strategies
- Health Insurance
- Problem Solving
- Retirement Planning
- Investment Strategies
- Retirement Benefits
- Wealth Management Services
- Stocks
- Financial Planning
- Investment Management
- Business Planning
- Employee Benefits
- Disability Insurance
- Certified Financial Planner
- Education Funding
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