Robert L. Margetic, ChFC
Redwood Financial Advisors, Inc
Financial Planner in San Francisco, CA
Address:44 Montgomery St, Ste 500
San Francisco, CA 94104
About Robert L. Margetic
Robert Margetic is a financial professional at Redwood Financial Advisors, Inc located in San Francisco, California. Robert Margetic holds an industry securities registration subject to FINRA oversight having passed securities examinations including . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Robert Margetic provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Robert Margetic44 Montgomery St, Ste 500
San Francisco, CA 94104
Phone Number:
Click to Show
Website:
More Certified Financial Planners
Looking for a financial advisor located near San Francisco, California? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.