
Robert B. Formanemail
Sagient
8383 Wilshire Blvd Suite 600
Beverly Hills, CA 90211
Professional Story
Preparing for the next step in life isn’t always easy. Knowledge is the key to a successful financial future, I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Languages:
- English
Specialties:
- Insurance Strategies
- College Funding Strategies
- Business Succession Planning
- Business Owners
- Financial Education