Robert Leiphart
    VerifiedCFP

    Robert Leiphart

    VP Financial Planning

    RB Capital Management, LLC
    Shelton, Connecticut21 years experience$10,000 minimum

    About Robert

    With 20 years of industry experience, Rob works with clients to develop investment solutions that reflect their individual situations and helps secure their long-term financial success. As a CFP®, Rob’s specific areas of expertise include financial planning to analyze client needs, portfolio asset allocation, 401(k) plan education, and fiduciary due diligence oversight.

    Areas of focus

    BudgetingFinancial PlanningFinancial Planning

    Credentials & background

    Designations

    CFP

    Clients served

    IndividualsTech ProfessionalsMedical Professionals

    Registered in

    Connecticut

    The firm

    RB Capital Management, LLC

    RB Capital Management provides customized portfolio and wealth management strategies with the goal of offering you peace of mind. A team with the credentials, depth of knowledge, and breadth of experience to implement investment solutions for you.

    4 Corporate Drive, Shelton, CT 06484$800M assets under management

    Disclosures

    "The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. "