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ROBERT NEUMAN, COO

Personal Financial Planning

bob@fidereadv.com

(833) 234-3373 ext. 101

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PROFESSIONAL BACKGROUND

Plant Operations, Marathon Oil, Koch Companies

Paraplanner, Boulevard Wealth Management, Inc.

Intern, Boulevard Wealth Management, Inc.

SERVICE ROLE

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

EDUCATION

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.

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