Audree Bobinger
Founder at Summit Up Financial - Powered By Symmetry Financial Group
Based in Boise, United States
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Seniority
C-Team
Department
General Business & Management
Location
Boise
Industry
Insurance Agencies and Brokerages
Company size
1
Contact information
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a•••••••@kindsfgagency.com
Phone
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Background
About Audree Bobinger
As a Series 65 Licensed Fiduciary and U.S. Navy Veteran, I specialize in helping individuals, families, and business owners build long-term financial security with risk-conscious investment strategies and holistic financial planning. https://sfglife.com/whitepaper/quility-financial-advisors/ Market Downside Protection & Emotion-Free Investing – I help clients stay disciplined, avoid major losses, and navigate financial markets with confidence. Comprehensive Wealth Management – From investments and tax-efficient planning to life insurance and annuities, I create customized strategies for every stage of life. Trusted Custodian: Charles Schwab – Clients benefit from top-tier financial security and industry-leading tools. Veteran Leadership & Integrity – My military background has shaped my disciplined, strategic, and service-driven approach to financial planning. I believe financial success isn’t about chasing big wins—it’s about avoiding big losses and staying the course. If you’re looking for a fiduciary advisor you can trust, let’s connect and build your financial future together. Let’s talk! Message me to set up a consultation.
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