Robert Dossett (BS, CFP®)
Robert Dossett focuses in the
following client markets or areas of practice:
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
Alan Dossett specializes in retirement planning and investment management.
He helps clients understand the process of saving and investing for retirement, and identifies ways to maximize benefits provided by pensions, employer retirement accounts and Social Security.
Alan creates a client-oriented investment policy, tailored to each client's risk tolerance, goals, and time horizon.
Alan works with clients on the full range of financial planning topics: spending/net worth, tax planning, estate planning, and insurance/risk analysis.
Additional Information
Alan is a Certified Financial Planner™ specializing in Retirement Planning and Investment Management. He works with clients in a collaborative way, helping them understand financial concepts that can improve their situation.
Alan earned a Bachelor of Science degree in Engineering from Cornell University. He received the Certificate in Financial Planning from Boston University.
Alan holds the Series 65 Investment Adviser Representative license.
Alan is the founder of Waypoint Financial Planning LLC.
NAPFA Start Date
September 24, 2012
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