Bob Cdfa Email & Phone Number

Bob Cdfa Work

Founder and CEO

@

Certified Divorce Financial Analyst® (CDFA®)

@ Tidal Pointe Divorce Advisors

CDFA®, Wealth Management Advisor and Senior Retirement Planning Specialist

@ Savannah Wealth Group

Regional Vice President of Sales

@ Brighthouse Financial

Bob Cdfa Education

1998 - 2003 BS in Finance

Fort Lewis College

Bob Cdfa Skills

InsuranceFixed AnnuitiesFinancial ServicesInvestmentsManagementMutual FundsStrategyCRMSalesRetirementSeries 63Retirement PlanningSeries 6Series 7New Business DevelopmentStrategic PlanningFinancial AdvisoryMarketing StrategyVariable Annuities401kAccount ManagementProject ManagementEntrepreneurshipStrategic Financial PlanningEstate PlanningPublic SpeakingCoachingFinancial PlanningCompetitive AnalysisSellingWholesaleWholesalingDistribution ManagementAnnuitiesConsultative SellingCustomer RelationsAnnuityRelationship ManagmentCorporate Product MarketingLocal Marketing ExecutionTerritory ManagementProduct DevelopmentRetirement Income StrategyTraining Design (Course & Program)Digital MarketingDigital StrategyMarketingSocial Media MarketingAnalyticsLeadershipTraining Design CourseRetirement IncomeCorporate Product401K Retirement Savings PlansSales ManagementTraining Design Course And ProgramStrategic FinancialLocal Marketing401 Retirement Savings PlansTraining Design

Bob Cdfa Contact Information

Work email ●●●●●●●●@company.com Unlock

Personal email ●●●●●●●●@gmail.com Unlock

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What company does Bob Cdfa work for?

Bob Cdfa currently works at Tidal Pointe Divorce Advisors.

What industry does Bob Cdfa work in?

Bob Cdfa's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Bob Cdfa located?

Bob Cdfa is based in or around Bluffton, SC, US.

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Bob Cdfa