Designing Solutions That Strive to Stand the Test of Time
Robert A. Minasian, Independent Financial Consultant
Robert has gained extensive knowledge in the financial services industry over the last 26 years having started in 1986 as a Bank Trust Officer, eventually being promoted to Vice President. This subsequent to completing his Masters of Business Administration while taking night classes and working full time in the oil and gas industry. Robert is in possession of numerous professional licences within both the Insurance and Securities industries.
Robert holds SEC Series 7 Federal Registered Representative License, Series 24 Registered Principal License, Series 65 and 66 Investment Advisor and Security Licenses, as well Series 3 / 31 Futures Brokerage licenses utilized to assist with "non-traditional" / active and long -short trading strategies. He also is Life Insurance Licensed in the States of MI, CA, and AZ and Health and Disability licensed in the State of MI. He currently holds state securities licenses in the great states of Alabama, Arizona, Michigan and North Carolina.
Please note this site is primarily dedicated to Financial Planning Solution needs of Boomers and their Children / Pre-Retirees, Retirees, Business Owners, Professionals and Institutions.
Robert's clients include / have included for-profit and not-for-profit institutions, small business owners, multi-generational family members and individuals.
Being of service to such a varied, multi-generational client base over the years in industries such as oil and gas, banking, manufacturing, health care, technology, automotive, consumer staples, etc., I feel blessed to have such a diverse client base which has allowed me to develop as a service provider via an ever expanding knowledge base.
Personal:
. Married for 28 years to a wonderful woman who serves special needs children within our local School District.
. Two grown daughters – my youngest is a graduate of Central Michigan University currently working as a Marketing Specialist and my oldest a graduate of Grand Valley State University and New England Law, Boston, MA, currently working with a major health care organization.
. Enjoy reading, jogging, outdoor activities, travel, and television to unwind in teh evening. In the winter months I enjoy attending high school and collegiate wrestling matches as well as serving as a volunteer Score Keeper.
. Member of the Milford, MI Knights of Columbus. Also participate in other community involvement / charitable activities.
ONE THING I PROMISE IS THAT IF I DO NOT KNOW THE ANSWER TO YOUR QUESTION, I WILL GET IT FOR YOU VIA THE EXTENSIVE PERSONAL AND PROFESSIONAL RESOURCES I HAVE AT MY DISPOSAL.
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