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Robert D. Livingston, CFP®

Center Pointe Wealth Management, LLC

1150 Glenlivet Dr
Ste A-10
Allentown, PA 18106-3112
Phone: (484) 224-2950
Fax: (484) 224-2951

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Retirement
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Women'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.