Robert Severdia (CFP®)

Robert Severdia focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Entrepreneurs
- Fixed Fee (Subscription, Retainer, etc.)
NAPFA Start Date
February 27, 2023