Robert Sarkissian is an accomplished financial professional with extensive experience in the wealth and retirement planning sector. Currently serving as the Founder of PlanWise Wealth and Retirement Planning, Robert leads educational seminars designed to enhance clients' financial literacy and security. As a Certified Financial Planner (CFP®) at Sagient and MML Investor Services, Robert provides comprehensive financial analysis and customized strategies across various domains, including retirement and estate planning. With a strong background as a Managing Director at Pacific Advisors and in various leadership roles at prominent financial institutions, Robert holds a BS in Business Administration with a focus on Finance from the University of Southern California. Robert is also licensed to sell insurance and securities in multiple states, underscoring a broad professional scope.
This person is not in the org chart
This person is not in any teams
This person is not in any offices