Robert Seropian Male • United States of America

Robert Seropian, residing in Port Saint Lucie, Florida, has amassed a notable three decades of senior-level experience in the financial services industry, overseeing more than $1 billion in retirement planning initiatives. As the president of Lifetime Wealth Advisors, Seropian dedicates his expertise to aiding individuals and couples with all aspects of retirement planning and wealth management. Esteemed as a leading authority in retirement planning, he devises customized financial strategies to ensure his clients achieve long-term security and prosperity.

Beyond the scope of personal financial planning, he serves on the board of directors for multiple private companies. He has been instrumental in guiding over 100 businesses through the complexities of going public, significantly enhancing their financial standing and sustained success.

At Lifetime Wealth Advisors, Seropian spearheads a client-focused, comprehensive approach. The firm operates with the goal of maximizing efficiency for every dollar, regardless of the client's retirement savings size, ensuring their financial independence. This mission is supported by a rigorous seven-step methodology that blends qualitative and quantitative analysis to craft strategies that reduce financial risks, enhance growth, and prioritize the client's best interests. The process starts with understanding the client's retirement goals and budgeting requirements. It continues by adjusting strategies to accommodate life's changes and providing a robust framework for long-term financial security.

Seropian's commitment to providing independent, straightforward financial advice is a hallmark of his leadership. Unbiased by product commissions or affiliations, he and his team at Lifetime Wealth Advisors deliver personalized advice designed to optimize client investments and foster wealth creation, making Seropian a trusted partner in financial security and success.

He employs his deep understanding of the financial markets and specialized skills in retirement planning to tailor strategies that enhance retirement income, minimize tax burdens, and support the cultivation of generational wealth. These personalized strategies are continuously adapted to align with market dynamics and the client's evolving needs, ensuring resilience and adaptability.

Moreover, Robert Seropian's dedication to offering transparent, secure, and effective financial solutions instills confidence and peace of mind among his clients as they transition into retirement, affirming his reputation as a distinguished financial advisor.

He and his team at Lifetime Wealth Advisors offer an extensive array of services and products aimed at preparing clients for retirement and protecting their legacies. These include sophisticated income strategies, thorough insurance reviews, annuities, life insurance, Social Security optimization, tax planning, and more, all focused on providing guaranteed principal protection, tax-deferred growth, and reliable income streams.

Furthermore, Seropian highlights the advantages of Fixed Index Annuities (FIA) for their flexibility and the potential for maximizing retirement savings beyond the limits imposed by traditional retirement accounts. He also emphasizes the importance of a comprehensive insurance review, guiding clients in choosing suitable policies that provide essential protection and support their financial objectives.

Additionally, as an instructor with the nonprofit Adult Financial Education Services (AFES), Robert Seropian enriches his clients' financial knowledge, offering courses and workshops that empower them to make informed decisions aligned with their personal and financial goals.