
Robert Homer, IIIemail
6263 North Scottsdale Rd Suite 140
Scottsdale, AZ 85250
Professional Story
Robert has been in the insurance/financial services business since graduating from the University of Wyoming with his BA in 1968.
A resident of New Mexico, living in Albuquerque since 1971, Robert has maintained his office in the Sycamore Plaza building – 5600 Wyoming Blvd. NE – since 1988. With his designation as a Certified Family Business Specialist (CFBS), Robert works with business owners in conjunction with their “CPA” and attorney in developing Business Succession Plans, retirement plans, employee benefits, key employee coverage.
Robert is past president and member of the National Association of Insurance and Financial Advisors (NAIFA), past President and member of the Society of Financial Service Professionals, past President of the Los Altos Civitan Club, current board member of the New Mexico Cattle Growers Association, a member of the New Mexico Hay Association, and New Mexico Wool Growers Association.
Robert L. Homer
5600 Wyoming Blvd. NE, Suite 150-A
Albuquerque, NM, 87109
Languages:
- English
Credentials:
- CLU®
- ChFC®
- CLTC®
Specialties:
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheck
See Robert’s Licenses and Disclosures