Robert Vaughan, CIMA®, is a Senior Retirement Plan Consultant with UBS Institutional Consulting and has over 25 years of experience in finance and accounting. After serving in the military, Robert transitioned to the New York City area to pursue a career in finance, earning a Master's degree. Specializing in retirement planning and institutional consulting, Robert focuses on empowering clients through tailored financial strategies. Their credentials, including the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Plans Specialist® (CRPS®), reflect a commitment to delivering trusted financial advice.
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