Robert A. Brandt,  CFP<sup>&reg;</sup> - Financial Advisor

Robert A. Brandt, CFP®

CLTC, MSW

Financial Advisor

Brandt Wealth Advisors

7 Prince Pl, Ste 202
Newburyport, MA 01950
(978) 358-8153

General

Robert Brandt is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Brandt Wealth Advisors in Newburyport, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Job Loss, Insurance, Life Planning, Retirement, Long-term Care

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