What is Robert Lebeau Jd Ctfa Cfp email address?

Robert Lebeau Jd Ctfa Cfp's primary email address is *******@whittiertrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Robert Lebeau Jd Ctfa Cfp work for?

Robert Lebeau Jd Ctfa Cfp is a Senior Vice President at Whittier Trust Company, a company specializing in Security brokers & dealers.

Where Robert Lebeau Jd Ctfa Cfp graduated from?

Robert Lebeau Jd Ctfa Cfp holds a degree in Law from San Francisco Law School.

How can I directly contact Robert Lebeau Jd Ctfa Cfp?

To contact Robert Lebeau Jd Ctfa Cfp directly, you can use the email address *******@whittiertrust.com. Complete contact information is available upon registration with Muraena.

Who is Robert Lebeau Jd Ctfa Cfp?

Robert Lebeau is a seasoned financial professional with over two decades of experience in asset management and wealth services. As the Senior Vice President at Whittier Trust Company, he specializes in providing tailored financial solutions for high net worth individuals. His extensive background includes roles at notable institutions like Mechanics Bank and BNY Mellon, where he honed his expertise in trust administration and estate planning. Robert holds a Doctor of Law degree from San Francisco Law School, complementing his strong foundation in economics from UCSC. His commitment to client service and risk management has positioned him as a trusted advisor in the financial sector. Outside of his professional pursuits, Robert is passionate about charitable trusts and the intricacies of financial planning. He is dedicated to continuous learning and adapting to the evolving landscape of wealth management.