Robert H. Beese, CLTC

Robert H. Beese, CLTC

Phone: 401-244-3200 ext 150
Fax: 401-244-3200
E-mail:

Robert H. Beese, CLTC, is a Senior Associate of Pioneer Financial Group, Inc. in Warwick, RI. In 1991, Bob successfully completed four years of active duty service in the United States Marine Corps, where he served as a non-commissioned officer. After receiving an honorable discharge, Bob earned a Bachelor of Science degree in Business Administration from the University of Rhode Island.

Financial education is extremely important for Bob, not just for himself, but for his clients and the community as well. Leading through a process of developing a comprehensive financial strategy and education, Bob works with his clients so that they fully understand the process, the value and financial confidence, which comes with having a focused, personalized financial strategy that takes into account the clients hopes, wishes and dreams, as well as their financial and family concerns. This passion for knowledge has continued to spill over into the community. Bob serves as an instructor for a Retirement Planning Today class that is offered by the Community College of Rhode Island’s Center for Community and Workforce Development at CCRI’s Newport Campus. Offered four times a year, this six hour, strictly educational class, is helping to bring much needed financial planning education to members of the east bay community.

Furthermore, Bob believes in continuing education for himself and currently holds the Series 7 and 66 registrations as well as his Life, Accident, and Health producers’ license. He is registered in RI, MA, CT, NH, NY, MT, CA, and WA. Also, Bob recently earned his Certification in Long Term Care (CLTC) designation from the Corporation for Long Term Care Certification, Inc.

Bob takes pride in building his practice primarily through the referrals of satisfied clients. He gets personal satisfaction from helping his clients make smart financial choices with their money and achieving the financial goals they value most.

Bob is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Bob resides in Portsmouth, RI with his lovely wife Malana, and their two sons, Evan and Andrew.

Securities and Investment Advisory Services offered through Securian Financial Services. Member FINRA/SIPC. Pioneer Financial Group is independently owned and operated. 117 Metro Center Blvd, Suite 2008 Warwick, RI 02886 401-739-5166 dofu:262593-12210