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    Robert Sturges

    Financial Advisor at Center for Wealth Preservation

    Robert J. Sturges is a financial advisor affiliated with the Center for Wealth Preservation, LLC, and he has over 16 years of experience in the financial services industry. He specializes in retirement and financial planning, income protection, wealth management, and business planning. Sturges is also a licensed insurance agent and holds designations such as LUTCF (Life Underwriter Training Council Fellow) and CLTC (Certified in Long-Term Care) .13

    Professional Background

    • Current Position: Financial Advisor at Center for Wealth Preservation, LLC.
    • Previous Experience: He has worked with several firms, including MML Investors Services, LLC, and MetLife Securities, where he developed his expertise in various aspects of financial planning .1
    • Licenses: Sturges is registered in multiple states as an investment adviser representative and has passed several industry exams, although he has not taken any principal or supervisory exams .1

    Philosophy and Approach

    Sturges emphasizes a cross-disciplinary planning process, which integrates financial, legal, and accounting perspectives to create comprehensive financial strategies for his clients. This approach aims to identify gaps in clients’ current plans and explore new opportunities that can significantly impact their financial legacy .3

    Online Presence

    Sturges is active on LinkedIn, where he shares insights on retirement planning and financial strategies. His posts reflect a commitment to educating the public on financial literacy and effective retirement strategies .24

    Overall, Robert J. Sturges is recognized for his dedication to helping clients achieve greater financial confidence and freedom through strategic planning and personalized advice.

    Highlights

    Investment Team CC | Denver, CO - Sturges Financial Group
    Jan 1 · raymondjames.com
    Equity Research Team - Raymond James
    Feb 1 · oia.osu.edu
    Directory | Office of International Affairs - The Ohio State University

    Related Questions

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    Robert Sturges
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    Location

    Greater New York City Area