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Rob Leiphart, CFP®Shelton, CTVice PresidentFinancial 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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