Robert Elzholz
- Role
- BOK Financial
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Robert Elzholz
With over a decade of experience in wealth management and financial planning, I am…
Experience
Present
Skills
- Financial Goals
- Financial Analysis
- Investment Advisory
- Investment Strategies
- Alternative Investments
- Wealth Management Services
- Portfolio Management
- Series 65
- Disability Insurance
- Life Insurance
- Securities
- Estate Planning
- Property & Casualty Insurance
- High Net Worth Individuals
- Life & Health Insurance Licenses
- Etfs
- Insurance
- Retirement Planning
- Finra
- Iras
- Series 63
- 401k
- Wealth Accumulation
- Wealth
- Asset Management
- Term Life Insurance
- Long Term Care Insurance
- 401k Rollovers
- Retirement
- Bonds
- Strategic Financial Planning
- English
- Investment Management
- Variable Annuities
- Asset Allocation
- Mutual Funds
- Investments
- Series 7
- Customer Service
- Fixed Annuities
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