Robert Sale
Investment Advisor Representative
- Role
- Financial Advisor at Summit Global Investments
- Location
- Lehi, UT, US
- LinkedIn followers
- 500 followers
About Robert Sale
Created to help investors and advisors better manage risk so they can reach their investment goals. Summit Global Investments (SGI) grew out of the Great Financial Crisis of 2008. Families, individuals, and institutions alike were concerned; they realized they needed professional risk management to help protect their assets.Today, we are an independently owned, SEC-registered Investment advisor headquartered in Bountiful, Utah. We offer professional investment management to institutions, endowments and foundations, family offices, and individuals.Visit us at: Advisory Services are offered through Summit Global Investments. Member FINRA / SIPC.This is neither an offer to sell nor a solicitation to purchase securities. The information on this social media site alone cannot and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges, and expenses associated with any investment. Past performance of investments is no indication of future results. Information found on this social media site is not intended to be a substitute for specific individualized advice.
Experience
Financial Advisor
Nov 2024 — Present · Lehi, UT, US
Experienced in assisting companies and individuals work towards, and pursue their short and long-term financial goals. This includes 401(k) retirement planning, investment analysis, asset-based Long Term Care planning, tax savings strategies, cash flow management, executive benefits, employee benefits, estate preservation, and effective business structuring.
Education
University of La Verne
Master of Education (M.Ed.)
1997 — 1999
University of Southern California
Bachelor of Arts (B.A.)
1994 — 1997
Skills
- Insurance
- 401k
- Strategic Planning
- Public Speaking
- Financial Services
- Financial Advisory
- Employee Benefits
- Investments
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