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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Anthony Cucchiaro is a financial advisor with Summit Wealth And Retirement Partners. Robert has over 20 years of experience in the financial services industry, working with individuals, families and businesses on their financial goals. Robert is a Certified Financial Planner and has a strong commitment to providing clients with personalized financial advice and service. Robert and Summit Wealth And Retirement Partners are committed to working with clients to develop comprehensive financial plans that address their individual needs and goals. The firm provides a variety of services including financial planning, portfolio management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/21/2017 - Present
Summit Wealth AND Retirement Partners (SAN RAMON CA)
CA
08/31/2012 - 07/01/2016
VSR FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
12/09/2002 - 09/06/2012
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN RAMON CA)
IN
12/09/2002 - 03/31/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 09/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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