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Robert Nelson Lumley
Robert Nelson Lumley
An Ameriprise Platinum Financial Services® Practice
CFP®, ChFC®, CLU®, MBA, CRPC®, Senior Financial Advisor




(925) 295-1900
Walnut Creek, CA 94596
robert.n.lumley@ampf.com
robert.n.lumley@ampf.com
ROBERT N. LUMLEY & ASSOCIATES
A financial advisory practice of Ameriprise Financial Services, Inc.
A financial advisory practice of Ameriprise Financial Services, Inc.
ROBERT N. LUMLEY & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/robert.n.lumley
www.ameripriseadvisors.com/robert.n.lumley
My Philosophy
The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Experience
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Asset Allocation
License Information
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct certain business in OR, AZ, CO, ID, LA, MA, MI, MN, NC, NV, OH, TX, VA, WA, WY, MT
CA Insurance #0B28397
My Location
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
