Robert J. Waldron, Jr., a partner at Spectrum Wealth Partners, is a private wealth advisor. He is affiliated with the broker/dealer and registered investment advisory office of Sagemark Consulting/Lincoln Financial Advisors Corporation in Northern California.
Bob joined Lincoln 39 years ago with the desire and commitment to help business owners, professionals, and senior executives meet their financial goals. Previously, Bob served as Regional CEO for Sagemark Consulting/Lincoln Financial Advisors, then as Managing Director until his retirement from that position in 2005. Applying the experience and insight gained from those roles to the work he does for his personal clients, he maintains a select number of client relationships and continues to offer advice regarding alternative solutions for their estate, business succession, retirement, and investment challenges.
Bob applies his skills and acumen to serve his exclusive clientele, most of whom are owners of their own businesses. He provides guidance on different ways to transfer their business interests to other family members or key people within the enterprise. In addition, he applies creative ideas to the question of how best to distribute assets to their children and future generations with minimum estate tax impact.
In addition, Bob provides guidance on the proper allocation of his clients’ investable assets, taking into account the individual’s life stage and tolerance for risk. His diverse personal planning experiences ensure that he knows exactly what it takes to provide his clients with confidence in their financial situations and choices.
Bob is a graduate of Saint Leo University in Florida, with a degree in Business Administration. He has been active in many professional associations and is currently a member of the National Association of Insurance and Financial Advisors (NAIFA) as well as its past president. Bob is also a member of Private Wealth Services, an elite group of planners affiliated with Sagemark Consulting.