Robert Ponciroli

Background

About Robert Ponciroli

Two decades of professional counsel for business owners, families, and not-for-profit organizations. By taking a comprehensive wealth management approach, I help people crystalize their dreams, fund un-funded liabilities and navigate through the financial anxieties that complicate their lives. Experience: retirement planning, investments, estate Planning, business succession and exit strategies, risk management, life insurance, health insurance, long-term care protection, fringe benefits and qualified plan design.*Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or it’s licensed affiliates. First Community Credit Union and Investment Services @ First Community are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Services @ First Community, and may also be employees of First Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, First Community Credit Union or Investment Services @ First Community. Securities and insurance offered through LPL or it’s affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.