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Robert Jorgensen

MBA

For 30 years, Robert B. Jorgensen has worked with families & business owners managing their wealth & investment portfolios. He’s widely regarded as one of the country’s top financial advisors having received the coveted “Harry Irvine Award”, an honored board member of APIC, and a published author “Individually Managed Accounts” (Amazon & Amazon Kindle).
Robert’s investment practice in Nevada focuses on the following services: risk adjusted investment management, financial planning, institutional consulting, and estate planning services for families, & business owners. All investment advisory services offered utilizing a “fee based” compensation program vs. a commission-based program.

Robert has a strong educational background holding a B.S. degree from the University of Oregon, an MBA from Barrington University, and has completed the Certified Investment Management Analyst (CIMA) program through the Wharton School at the University of Pennsylvania. Robert carries the following securities licenses: General Securities License; Series 7, the Investment Advisors License; Series 65, and the State Securities License; Series 63.

Robert is recognized as an excellent teacher and distinguished lecturer for both clients & other investment professionals. He has appeared on T.V., radio and quoted in several publications: Business Week, Money, Worth Magazine, and the Wall Street Journal.

Robert is an active reader, writer, SCUBA Diver, & Skier and resides near the Sierra Mountains in Northern Nevada with his family.

Address

Spire Investment Consulting Group (SICG)
3500 Lakeside Court #201
Reno, NV 89509

775-342-3999

Robert.jorgensen@spireicg.com



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