Robert L. Green
BG Financial Advisors
Robert L. Green, JD, ChFC, CLU, Education: The University of South Carolina, B.S. Business Administration and Juris Doctor, Member Phillip Jessup International Law Moot Court Team(1975). Member of The South Carolina Bar. Military Service: Served as a 1st Lt in the USAF during the Vietnam Conflict Professional Education: The American College, Brwyn Mawr, PA; Received the Chartered Financial Consultant (ChFC) rank in 1984 and the Chartered Life Underwriter (CLU) rank in1993. Served on the national board of directors for the Society of Financial service Professionals (SFSP) 1999-2002. Established BG Financial Advisors in 1988 focusing on advanced life insurance applications for closely held business owners, professionals and executives in estate planning. Also, as a Registered Investment Advisor (RIA) designs, implements and monitors investments for such clients on Institutional platforms exclusively. He is member of The Denver Rotary Club, The Denver Athletic Club, The Denver Estate Planning Council, The Rocky Mountain Chapter of Financial service Professionals and The Colorado Golf Club.
03/12
