Financial Advisor in Shelton, CT
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.
Firm SEC/CRD #
125678
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Firm Logo
Advisor SEC/CRD #
4141443
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Disclaimer
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.Contact:
4 Corporate Drive
Shelton, CT 06484
rleiphart@rbcapitalmanagement.com
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