Robert Arne (CRD# 2632314) is an Investment Advisor Representative working at Carpe Diem Financial Life Planning in Ben Lomond, CA and has over 28 years of experience in the finance industry. Robert Arne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carpe Diem Financial Life Planning | Ben Lomond, CA | May 2020 - Current | 3 |
| Carpe Diem Tax Services Slv | Ben Lomond, CA | Apr 2020 - Current | 4 |
| Dwr Wealth Management, LLC | San Jose, CA | May 2015 - May 2020 | 5 |
| Dunham Associates Cpas | San Jose, CA | Oct 2011 - Apr 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$2,000,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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