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Robert M. Kielborn, CFP®

Bank of the West

500 Capitol Mall
Suite 1200
Sacramento, CA 95814
Phone: (916) 552-4433
Fax: (323) 837-3014

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: Disciplined investment process to grow and preserve wealth.

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