Robert Horstman
CERTIFIED FINANCIAL PLANNER™
- Role
- Certified Financial Plannertm at Lincoln Investment
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Robert Horstman
Experienced Wealth Advisor with a demonstrated history of working in the financial…
Experience
Certified Financial Plannertm
Sep 2020 — Present · Scottsdale, AZ, US
Advisory Services offered through Lincoln Investment or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC.
Education
George Mason University
CERTIFIED FINANCIAL PLANNER™ Certificate Program, Financial Planning
2014 — 2016
James Madison University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
2006 — 2010
Skills
- Investment Strategies
- Life Insurance
- Finance
- Independent Financial Advice
- Wealth Management
- Succession Planning
- 401k Rollovers
- Disability Insurance
- Buy-Sell Agreements
- Retirement Planning
- Series 65
- 401k
- Wealth Accumulation
- College Savings Plans
- Retirement
- Long Term Care Insurance
- Asset Allocation
- Mutual Funds
- Estate Planning
- Financial Services
- Iras
- Investment Advisory
- Key Employee Benefits
- Series 7
- Financial Advisory
- Roth Ira
- Certified Financial Planner
- Long-Term Care
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.