Robert Beatty is a professional resource on complex wealth management solutions for business owners and affluent individuals. His planning and problem-solving experience extends to estates in excess of $100 million and provides a depth of knowledge that benefits all of our Vantage Financial Services clients.
Robert has worked on advanced case designs with attorneys, CPAs and other financial professionals throughout the country. He has extensive knowledge of advanced estate solutions, business succession and continuation strategies, and overall wealth management. He has his Series 7, 24, 66 and is an Investment Advisor Representative.
In addition to being a key member of the Vantage Financial team, Robert is a co-founder and co-owner of C.O.R.E. Group, which provides business plan development and execution support for financial advisors nationwide.
Robert earned his Bachelor's degree in Finance in 1989 at The Pennsylvania State University. Robert moved from Pennsylvania to the Valley of the Sun 20 years ago. His favorite time is spent with his young daughter, Sarah. His other interests include cooking, Pilates, travel, shooting, hiking, fishing and reading.