Robert B. Greene,  CFP<sup>&reg;</sup> - Financial Advisor

Robert B. Greene, CFP®

MSFS,

Wealth Manager

LPL Financial

LPL Financial, 2001 S Barrington Ave Suite 311
Los Angeles, CA 90025-5379
FINANCIAL ADVISOR'S WEBSITE
(310) 477-4877

General

Robert Greene is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial in Los Angeles, CA and the surrounding communities.

Financial Advisor Overview

I have been a CERTIFIED FINANCIAL PLANNER™ Practitioner since 1990 and have spent the last 25 years working with affluent clients in pursuing their wealth management goals. I have significant experience in working with individuals, families and business owners in all aspects of financial and wealth planning including investment and portfolio management, retirement and pension planning, estate planning, and overall risk management. In addition to investment industry experience, I also have a background in Banking and Real Estate. This affords me a comprehensive perspective in my practice. I utilize a holistic approach to financial planning and strive to appreciate and identify my clients' life goals and objectives, and then to formulate the appropriate strategies to carry them out. Ultimately, as an independent financial planner, I sit on the same side of the table as my clients. If you are seeking a firm that will spend the necessary time required to oversee your particular objectives, you have come to the right place.

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Financial Advisor Experience

I received my Bachelor's Degree in Business Administration from the University of Southern California School of Business, (Dean's List),(1983), and hold a Masters Degree in Financial Services (MSFS), (2008). I have been a CERTIFIED FINANCIAL PLANNER™ Practitioner since 1990, a Registered Representative since 1986, and hold an Investment Advisor Representative registration with LPL Financial. In addition, I have hands-on experience in the Banking and Real Estate industries. This background provides me a unique and well-rounded ability from which to counsel my clients. Furthermore, as continuing education is paramount in this industry, I keep up to date via regular FPA meetings, CALCPA Society meetings, attorney workshops and seminars, countless industry expert postings, industry publications, and graduate-level studies.

I am an active member of the Los Angeles Chapter of the California Society of Certified Public Accountants, The Financial Planning Association, and am active in a local Children's Charity (WBC). I strongly believe in giving back to my community.

I have contributed my experience to articles in several publications including the WALL STREET JOURNAL, KIPLINGER'S , WEALTH MANAGER, USA TODAY, SMART MONEY, and CHANNEL 9 NEWS. Furthermore, as a former advisory panel member for the FPA's Financial Planning Perspectives, I contributed to timely planning topics for the public.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MSFS

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

The LPL Financial Registered Representative associated with this page may only discuss and/or transact business with residents of the following states: California www.finra.org www.sipc.org

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Men's Finances

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