Robert Nejman

Robert Nejman
Financial Advisor Investment Services Group Truist Investment Services, Inc.

13865 Narcoossee Rd

Orlando, FL 32832-6926

About me

Background

I am a Financial Advisor with Truist Investment Services, Inc., offering clients more than 19 years of financial services, retirement planning, and investment management experience. Having earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Chartered Retirement Planning Counselor™ (CRPC®) designations, my focus is on advising clients on developing and implementing investment strategies to help them meet their immediate and future goals. I follow a disciplined process of assessing a client's financial situation, forming and executing an appropriate investment plan, and performing ongoing portfolio maintenance to obtain measurable results. I also consult on risk management, retirement planning, and other critical financial strategies. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

University of Central Florida 2002

Personal Interests

I am a graduate of the University of Central Florida.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Platinum Performance Excellence Award*
Truist 2017
Platinum Performance Excellence Award*
Truist 2018
Platinum Performance Excellence Award*
Truist 2019
*The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.
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    The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.