Robert Armstrong Adams,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Armstrong Adams, CFP®

MBA, MSFP

Armstrong Retirement Planning, LLC

19925 Stevens Creek Blvd
Cupertino, CA 95014
(408) 257-4137

General

Robert Adams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Armstrong Retirement Planning, LLC in Cupertino, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Mutual Fund Counselor, Series 65

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth

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