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Robert T

Series 65

Carmichael, CA

Kingdom Capital Management

Robert Teel is a financial advisor at Kingdom Capital Management with six years of industry experience. He holds a Series 65 designation and has previously worked at Microsoft, Amazon.com, and Activision Blizzard. From 2017 to 2019, he was a stay-at-home parent. Kingdom Capital Management is an independent, fee-only registered investment adviser serving individuals and families, particularly working and middle-income households, young professionals, growing families, and small business owners. The firm offers life-stage financial planning, fee-only insurance analysis, and optional ongoing portfolio management using a diversified, long-term investment approach primarily through mutual funds and ETFs.

General retirement planning Debt management Cash flow / budgeting Life insurance needs analysis Divorce financial planning Self-Employed Young Families Approaching retirement Mid-Career Professionals
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