Rob Leiphart, CFP®
Public Speaker | Writer | Educator | Family Advocate | Volunteer
Certified Financial Planner™ practitioner and fiduciary
Passion for financial planning sparked by college lesson
Specialize in custom solutions for clients' unique needs
Emphasize retirement planning and navigating complexities like taxes and estate planning
Enjoys family vacation, swimming, mountain biking, and volunteering
Connect with me today!
4 Corporate Drive, Suite 482 Shelton, CT 06484
DISCLAIMER:
The content is developed from sources believed to be providing accurate information. This material is not intended as investment, tax, or legal advice, it is for educational and informational purposes only. Please consult legal, investment, or tax professionals for specific information regarding your individual situation. Please visit rbcapitalmanagement.com for all information and disclosures relating to investment advisory services. Investment advice is not offered or solicited through this website. This material was developed and produced by Rob Leiphart, CFP® to provide information and education on topics that may be of interest to you.