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Rob Leiphart, CFP® Shelton, CT Vice President Financial Planning

Rob Leiphart, CFP® 

Shelton, CT 
Vice President 
Financial Planning

With 20 years of industry experience Rob works with clients to develop investment solutions that reflect their individual situations and helps secure their long-term financial success. As a CFP®, Rob’s specific areas of expertise include financial planning to analyze client needs, portfolio asset allocation, 401(k) plan education, and fiduciary due diligence oversight.

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