Robert J. Eldred,  CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Eldred, CFP®

MBA

Registered Principal

LPL Financial Member FINRA/SIPC

57 Post Street, Suite 713
San Francisco, CA 94104

LPL Financial Member FINRA/SIPC

57 Post Street, Suite 713
San Francisco, CA 94104
FINANCIAL ADVISOR'S WEBSITE
(415) 575-6626

General

Robert Eldred is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at LPL Financial Member FINRA/SIPC in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 51, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - California License No. 0813094

Insurance Licenses

  • Life insurance: CA, OR
  • Health/disability insurance: CA
  • Fixed annuities: CA, OR, NV
  • Variable annuities: CA, OR, NV

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Sudden Wealth

More

Helpful Financial Planning Resources