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Robert B. Greene, MSFS, CFP®

LPL Financial

11500 West Olympic Blvd.
Suite 303
Los Angeles, CA 90064
Phone: (310) 477-4777
Fax: (310) 477-6377

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Men's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.