Robert Kargenian, CMT
Orange, California, 92868
Member Since 2007
Self-discovery is an important component of financial planning. We help you unearth your needs, goals and risk tolerance before making any investment decisions. Then we create a blueprint for your financial well-being, building your retirement and financial independence brick-by-brick, based on sturdy planning. As independent, fee-only advisors, we take a disciplined, risk-management approach which removes the emotions from investing. We care about your personal dreams and are committed to providing exceptional client service. You can focus on living your life because we're focused on your financial goals. Enjoy the clarity, calm and confidence that comes from knowing your assets and financial future are in the hands of trustworthy experts.
My Location
Background Information
Years of Financial Experience
- 26
Education
- Cal State Fullerton (B.A. in Sports Administration)
Certifications and Designations
- CMT
Association Memberships
- Market Technicians Assn
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Fidelity Institutional
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Monthly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them annually
Registration & Licensing
- CRD/IARD Number: 1038418
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: TABR Capital Management
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- WDC
- Washington
- West Virginia
- Wisconsin
- Wyoming
Disclosure(s)
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Tax, Although we do not have an estate planning attorney or CPA on staff, we work closely with other professionals on behalf of our clients.
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting
Client Investment Services
- Active Management, Exchange Traded Funds
Investment Products
- Mutual Funds, Securities
Insurance Products
- Life, Variable Annuity
Visit Website - http://www.tabr.net
