Robert D. Wright, WMCP®, CPFA®
At Insignia Financial, we help you focus on your financial goals and establish a clear direction to pursue them.
Choices you make today can help shape your future.
Helping you to clearly define your specific financial goals and develop a process to pursue them is what we do.
Insignia Financial works to help develop comprehensive financial strategies unique to each individual relationship.
Effectively consulting with a team that includes CPAs, Property & Business Insurance Specialists & Estate Planning Attorneys each committed to “Providing Clear Direction”.
Valuable input from the team is key to preparing you move steadily forward to your next step, wherever you want to go.
Ending up with a unique personalized strategy. To us, it’s not just a financial strategy, it’s a life plan. Let us help guide you on your journey.
- University of Maryland, College Park-MD
- Bachelor of Science-Financial Management
Professional Registrations & Designations:
- WMCP®- Wealth Management Certified Professional
- CPFA™ - Certified Plan Fiduciary Advisor
- Investment Advisor Representative
- Series 6, 63, 7, 66
- Life & Variable Annuities
Memberships & Affiliations:
- Board of Directors - Open Door Community Outreach Center
- Investment Committee Member - The Blood Cancer Foundation of Michigan®