Robert McCulley
Fort Collins,CO
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
51
51
years of professional experience
1
1
Certification
Work History
Financial Advisor/Realtor
Self
01.1973 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
MBA - Accounting And Financial Management
DeVry University
Downers Grove, IL01.2008
Skills
- Client Counseling
- Customer Account Review
- Evaluate Financial Histories
- Serve Client Needs
Certification
- Certified Financial Planner, 1982 - 2017
- Licensed Real Estate 2017 - Present
Furniture building in spare time
I enjoy working in my wood shop with my wife, building various typed of furniture and restoring older pieces,
Timeline
Financial Advisor/Realtor
Self
01.1973 - Current
MBA - Accounting And Financial Management
DeVry University