Welcome
At first glance, the thought of developing a comprehensive financial plan might appear overwhelming. With over two decades of experience as a Financial Advisor and CFP® Practitioner, I have discovered that this does not have to be the case. Using a systematic approach, I help my clients organize and simplify their financial affairs. We have discovered that when people follow a plan that is tailored to their unique goals and dreams, they can feel more confident and empowered. This can allow for extra time that can be committed to other areas of interest, things like family, friends, career and spiritual pursuits.
BULLETIN BOARD
- Buy American. I Am. By Warren Buffett. Click Here. Please note that by clicking on this URL you will leave Smith Barney and enter a website created, operated and maintained by a different entity.
- Ask me about Women and Company®, a program offered by Citigroup to help women address the unique financial challenges they may face in their lifetimes. Visit www.womenandco.com.
- I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations. Please email a link to my website to anyone in your life that may be facing a life changing event, such as retirement or an estate issue.
Robert Watral is licensed in the following state(s): AR, AZ, CA, CO, CT, FL, GA, KY, MA, MN, NC, NH, NM, NY, OH, OR, PA, TN, TX, VA, WA
*Smith Barney is a division of Citigroup Global Markets Inc.
This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. This site is published in the United States for U.S. residents only.
Citigroup Inc. and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
