Peter Robbins

Cash Manager & Bill Payer Expert for the Family "We do the work for you" www.TurningPointStewardship.com

Financial Adviser at Turning Point Stewardship in Fullerton, CA

About

800-296-5899 - in Fullerton, CA There's A New Way to Pay Your Bills and Manage your Finances. Move from Spontaneous Spending to Systematic Spending. We Do the Work for You Get in control and know where your money is going. Get free from the chore of paying monthly bills! Stop arguing about money. Imagine... -Bills paid on time -Money for vacations and Christmas -Being prepared for property taxes, auto & home insurance -Money for emergencies -Knowing where you money is going -Financial peace of mind No More... -Late fees or finance charges -Missing or Unopened bills -Credit card debt -Harassing phone calls from creditors -Arguments about money -Wondering where all your money went -Unreached financial goals We do the work for you! -Pay your monthly & periodic bills -Establish a Gift Planner (Christmas, birthdays, and other holidays) -Vehicle tracking (DMV, insurance, maintenance) -Monthly charity -$2000 Emergency Fund -Monitor your Cash Management Plan (CMP) -Insurance policy review -Vacations paid for before you go -Quarterly reports -Mortgage review -Tax preparation (for an additional fee) -Consultation on important financial decisions

Address
1370 Brea Blvd Ste 245 in Fullerton, CA 92835
Info
Languages: German
Year started: 2009

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Specialties

  • Business Planning
  • Life Insurance
  • Retirement Planning
  • Other

Servicing

Credentials

Licenses

Series 65
Series 6
License # 5636631
Series 63

Accomplishments

Background

Experience

Founder
Founder & Director
Owner & CEO
Owner & CEO
Cash Manager and Bill Payor
Financial Advisor

Education

Vanguard University of Southern California
Fuller Theological Seminary
Cambridge Graduate School of Psychology