IHart

Robert Iglehart has had a career spanning more than 28 years as a Financial Advisor and Wealth Manager, and is a trusted advisor to Business Owners, Professionals and High Net Worth Retirees - helping them achieve their goals (of) preparing for retirement and designing sustainable income strategies while in retirement. With the goal of becoming an Independent advisor and advocate for his clients, Robert Iglehart founded iHart Retirement Income Strategies and affiliated with LPL Financial in September 2020.

Robert Iglehart graduated with a double major in Accounting and Finance from The University of Arizona in 1986 and went on to earn his CPA license, then began his career as a Financial Advisor. Over a 25-year span, Robert Iglehart has worked with Wells Fargo Private Client Services (6 years), Banc of America Investments (8 years), and RBC Wealth Management (9 years).

Robert Iglehart is President of the Board for Big Brothers Big Sisters of the Desert and Chairs their largest fundraising event, The BBBS Annual Hall of Fame Golf Tournament. He lives in South Palm Desert with his wife Jen who is a top realtor with Coldwell Banker specializing in the Palm Desert area, where they enjoy golfing, dining, photography, & hiking with their Goldendoodle Winston.

Licenses and Certifications include:

Certified Public Accountant (CPA) #134791
Certified Financial Planner™ (CFP) #262791

Certified Divorce Financial Analyst™ (CDFA) #106650
Certified Plan Fiduciary Advisor™ (CPFA) tbd
Certified Retirement Plan Consultant™ (CRPC) doesn’t issue a #

Series 7 License
Series 66 License
California Life and Health License #0780476

Robert Iglehart is committed to staying current with financial planning & investment management trends and takes pride in putting his client’s best interest above his own.

Contact Info:

73280 El Paseo Drive, Suite 1
Palm Desert, CA. 92260

Robert Iglehart, CFP®, CPA, CPFA®, CDFA®, CRPC®
Founder

c. 760-560-6177
e. bob@ihart.investments
w. ihart.investments

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Robert Iglehart is a Registered Representative with and Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. iHART Retirement Income Strategies is a separate entity from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.