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Robert Seropian
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Robert Seropian

  • Robert Seropian is a highly experienced financial services professional with over 30 years of expertise in retirement planning and wealth management.
  • Seropian has overseen more than $1 billion in retirement planning transactions throughout his career.
  • He guides over 100 businesses through the complex process of going public, offering invaluable financial expertise.
  • Robert Seropian champions an unbiased, client-focused approach to financial planning.
  • Diversification is the key to managing market volatility.
  • The approach to wealth management is now more flexible and adaptive due to increasing market volatility.
  • Self-funded pensions offer retirees financial stability by providing a predictable monthly payment.
  • Regular check-ins and personalized advice helps clients avoid making emotional decisions that could harm their financial future.
  • Robert Seropian balances traditional retirement strategies with innovative solutions to create a holistic financial plan.
  • To make portfolios more resilient during volatile market periods, he reduces exposure to high-risk assets and increases allocations to stable investments.

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