Robert Lepson (CFP®)

Robert Lepson focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- High Net Worth Client Needs
- Insurance Related Issues
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
NAPFA Start Date
August 01, 2016