ROBERT NEUMAN, COO
Personal Financial Planning
(833) 234-3373 ext. 101
Plant Operations, Marathon Oil, Koch Companies
Paraplanner, Boulevard Wealth Management, Inc.
Intern, Boulevard Wealth Management, Inc.
Plan preparation, analysis and design for affluent famlies.
Integration of Cash Flow, Benefits, Retirement, Tax, Investments, Insurance and Estate Plans
Portfolio Optimization, Accounting and Rebalancing, Trades Support
Bachelor's of Science, University of Tulsa
CERTIFIED FINANCIAL PLANNER™ Curriculum
Advisory and Insurance Services through Fidere Advisors, LLC (dba FIDERE), A Registered Investment Advisor. Robert Neuman does not offer tax or legal advice. Please consult the appropriate advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This professional is in the process of completing certification requirements for the CFP® designation.