David Robinson, CFP®
Phoenix, Arizona, 85016
My Location
Background Information
Years of Financial Experience
- 15
Education
- De Paul University (BA)
Certifications and Designations
- CFP®
Association Memberships
- Financial Planning Association (FPA)
- Better Business Bureau
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Fidelity
- Schwab
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly and upon request
- I review my clients' investment portfolios with them quarterly and upon request
Registration & Licensing
- CRD/IARD Number: 4484256
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability, Health
Company Names
- Registered Investment Advisor: RTS Private Wealth Management
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- All 50 States
Planning Services
- Financial Planning, Retirement, Estate, Charitable, Tax, Hourly, Current Review, Cash flow analysis
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds, Securities, Commodities, Currencies, REITs, Equity
Insurance Products
- Life, Fixed Annuity, Variable Annuity, Long-Term Care
Tax Advice & Services
- Tax Clients: Individuals & Families, Businesses
- Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation
Visit Website - http://rtsadvisors.com
