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Robert Kimmel

Partner at Signature Financial Services Group LLC, Certified Financial Planner

Robert Kimmel is a financial planning specialist who focuses on retirement, college, insurance, investments, and short-term cash management for institutions, businesses, families, and individuals, assisting them in defining, prioritizing, and achieving their financial goals.

With expertise in designing Employee Stock Option Plans (ESOPs), Robert Kimmel operates from the office of Signature Financial Services Group LLC and offers non-deposit investment products. He provides services not as deposits or obligations of any bank, not insured by the FDIC or federal government, subject to investment risks, including potential loss of principal, and represents insurance and annuity products of insurance carriers. Securities and advisory services are rendered through Lincoln Financial Securities Corporation.

Robert pursued a Bachelor of Science degree at the University of Colorado at Boulder and has held various roles in notable organizations. He currently serves as a Partner at Signature Financial Services Group LLC. Previously, he held positions such as Vice President and Senior Financial Advisor at UnionBanc Investment Services, Vice President - Private Client Advisor at JP Morgan Chase Bank NA, Financial Advisor at Merrill Lynch - Newport Beach - Wealth Management, Accountant - Film Industry at Village Roadshow Pictures, and Accountant at INVESCO Mutual Funds.

Robert Kimmel
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Location

Newport Beach, California