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Rob Whited

Managing Director Lockton Retirement Services at Creative Planning

Rob Whited, CFA, is a Managing Director at Creative Planning with extensive experience in retirement services, investment consulting, and fiduciary best practices at companies like North Pier Search Consulting, Wells Fargo, Fidelity Investments, and Aetna. Whited holds a BS in Finance from Miami University.

Location

Santa Monica, United States

Links

Previous companies

Fidelity logo
Wells Fargo logo
North Pier Search Consulting logo



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