Financial Advisor in Shelton, Connecticut
Personal Bio
With 20 years of industry experience, Rob works with clients to develop investment solutions that reflect their individual situations and helps secure their long-term financial success. As a CFP®, Rob’s specific areas of expertise include financial planning to analyze client needs, portfolio asset allocation, 401(k) plan education, and fiduciary due diligence oversight.
Firm Name
RB Capital Management, LLC
Firm Bio
RB Capital Management provides customized portfolio and wealth management strategies with the goal of offering you peace of mind.
A team with the credentials, depth of knowledge, and breadth of experience to implement investment solutions for you.
Advisor Type
RIA - Robert Leiphart
Firm License #
125678
Research this Firm: Please visit this Firm's respective State Board of Accountancy website for additional information.
Firm Logo
Advisor License #
4141443
Research this Advisor: Please visit this Advisor's respective State Board of Accountancy website for additional information.
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