National Retirement Planning Experts

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seller-profile

Robert Tubridy, CFP®, MBA, ChFC®

CT Financial Partners

447 Naubuc Ave
Suite 109

Glastonbury, CT 06033
(860) 4309064

Partnering with you for the Future

About CT Financial Partners

With over 50 years of financial industry experience, CT Financial Partners was founded with a mission to provide the best possible financial advice. We pride ourselves on our ability to offer guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing on everything from coordinating and managing your retirement income to estate planning.

Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support.

General Information

Firm Start Year

2002

No.of Employees

5-9

CRD#

4509256

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

CT, FL, MA, NC, RI, SC, TX

Years of Experience in Financial Services

18

Number of Years with Current Firm

4

I work with the following types of clients

Non-Profit Organizations, Businesses, Individual Investors

Services

Investment Types

Insurance, Annuities, Exchange Traded Funds (ETFs), Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Video Conference, Via email, At my office, At your home, At your office, Via phone

Compliance

Registered Investment Advisor

No

Registered Representative

No

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66, Series 24

Insurance and Annuity Licenses

Annuity, Disability, Long Term Care, Variable Annuity, Variable Life, Life

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets

Education

Masters Degree In Finance - Finance

Rensselaer Polytechnic Institute
1998 - 2000

Certified Financial Planner - Financial Planning

The American College
2005 - 2007

Chartered Financial Consultant - Financial Planning

The American College
2006 - 2007

B.S. Finance - Finance

Providence College
1986 - 1990

Disclosures

Disclaimer

This communication strictly intended for individuals residing in the states of CT, FL, MA, NC, RI, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.