Robert Miera

Practice Manager at Salient Wealth Planning Group
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Contact Information
us****@****om
(386) 825-5501
Location
Hawthorne, California, United States, US

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Credentials

  • Insurance Agent (Life & Health)
    California Department of Insurance
    Nov, 2020
    - Sep, 2024
  • Series 7
    FINRA

Experience

  • Salient Wealth Planning Group
    • Financial Services
    • 1 - 100 Employee
    • Practice Manager
      • Feb 2019 - Present
  • TBG West
    • United States
    • Insurance
    • 1 - 100 Employee
    • Client Services - Lead
      • Jul 2017 - Feb 2019

      Long Term Care Insurance & Disability Insurance Specialist Long Term Care Insurance & Disability Insurance Specialist

  • City of El Segundo
    • United States
    • Government Administration
    • 100 - 200 Employee
    • Program Specialist
      • Dec 2014 - Jul 2017

      Program and event planning and supervision Customer service management Budget and expenses administration Marketing Program and event planning and supervision Customer service management Budget and expenses administration Marketing

  • Motion Bicycle Establishment
    • Sporting Goods Manufacturing
    • Shop Manager
      • Jan 2012 - Dec 2014

      Business management and basic accounting Purchasing and managing inventory Relationship management with vendors Supervise sales associates and mechanics Business management and basic accounting Purchasing and managing inventory Relationship management with vendors Supervise sales associates and mechanics

Education

  • University of California, Los Angeles
    Bachelor's degree
  • Northwestern University
    CFP Education Program

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