Profile

Robert C Schubert

Phone: (484)553-2929
Fax: (610)437-3543

Biography

Organizations

Personal Financial Specialist
One Financial Services LLC
Allentown, PA

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

PennsylvaniaSince 09/16/1993

Education

Areas of Expertise

Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services