Neal Robinson
Financial Planning Consultant at Avantax Planning Partners
- Role
- Financial Planning Consultant at Avantax Planning Partners
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Neal Robinson
Neal works with individuals and small businesses on investment and retirement planning. Neal uses the financial planning process to better understanding client financial goals and help clients achieve their goals. CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S.Investment advisory services are offered through Avantax Advisory Services℠ and Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Insurance Agency℠, Avantax Insurance Services℠, and Avantax Planning Partners℠. 3390 Asbury Rd, Dubuque, IA 52••••••••55.Please visit for more information
Experience
Financial Planning Consultant
Nov 2021 — Present · Minneapolis, MN, US
Education
Augsburg University
Master of Business Administration - MBA, Finance
2018 — 2020
The College of St. Scholastica
Bachelor of Arts - BA, History
2011 — 2013
Skills
- Financial Planning
- Unit Investment Trusts
- Financial Analysis
- Annuities
- Wealth Preservation Strategies
- 401k Options
- Investments
- Life Insurance
- Financial Services
- Income Strategy During Retirement Years
- Wealth Management
- Wealth Preservation
- Strategic Financial Strategies
- Retirement Analysis
- Mutual Funds
- Fixed Income
- Portfolio Review
- Stocks
- Tax Free Income
- Retirement Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.