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Robert M

ChFC®, Series 66

Vestavia Hills, AL

Guardian Life

Robert Moore is a financial advisor with Guardian Life in Vestavia Hills, AL, holding the ChFC® and Series 66 designations and possessing 22 years of industry experience. He has worked with Guardian Life and its related entities since 2015. Moore serves on the Board of Directors for the Vestavia Hills Fire Department Foundation. Guardian Life, through Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms, along with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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