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Rob Gump

Financial Consultant at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Oak Tree Securities, Inc.</span>
Intro Book
Financial expert with a Master's degree in Finance, specializing in investments, retirement planning, and insurance.
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Location
Carpinteria, California, United State...
Skills
  • Investments
  • Financial Consultant
  • Retirement
  • Finance
  • Alternative Investments
  • Show all
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Bio

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Rob Gump is a seasoned financial expert with a Master's degree in Finance from New York University and extensive experience in investments, financial planning, and insurance. He has worked as a Financial Consultant, Insurance Agent, and Stock Broker, helping clients achieve successful retirement and secure their financial futures. With over 54 years of experience, Rob has developed a deep understanding of alternative investments, retirement planning, and financial analysis. He is a skilled professional with a proven track record of delivering results-driven solutions to clients.

Experience

  • Oak Tree Securities, Inc.
    • Financial Consultant
      • Nov 1969 - Present

      Help clients reach retirement successfully. Create cash flow for retiring clientelle through Alternative Investments and products. Analyze each client's investment objectives and risk tolerance to those products. Create a diversification of Alternative Investments for those clients who qualify.

  • Great West Life
    • Insurance Agent
      • Jan 1973 - Oct 1974

      Life Insurance Agent

  • Prescott, Merrill, Turben
    • Registered Representative
      • Apr 1969 - Dec 1972

      Stock Broker

Education

  • 1968 - 1970
    New York University
  • 1963 - 1968
    The Ohio State University - The Max M. Fisher College of Business

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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