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    Robert Jenkins

    Financial Advisor

    Robert A. Jenkins III is an Investment Advisor Representative at SagePoint Financial, Inc., based in Sacramento, California. He is a Financial Advisor who specializes in consulting business owners on the selection, due diligence, and maintenance of their ERISA and non-ERISA retirement vehicles.12

    Jenkins graduated from California State University, Sacramento College of Business Administration with a concentration in Finance. His background as the son of a small business owner and an educator in Silicon Valley has shaped his passion for working with clients and their families.1

    As a financial professional, Jenkins offers services including:

    1. Retirement planning for businesses, particularly focusing on profit sharing plans
    2. Tax planning advice related to retirement contributions
    3. Consultation on employee benefits and retirement savings vehicles

    Jenkins is licensed to serve clients in California, Indiana, and New York. He provides both securities and investment advisory services through SagePoint Financial Inc., which is a member of FINRA/SIPC. Additionally, he offers insurance services independently of SagePoint Financial, Inc.12

    Highlights

    Is a Profit Sharing Plan the Right Choice for Your Small Business?

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    Robert Jenkins
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    Location

    Roseville, California