Robert Seropian

President of Lifetime Wealth Advisors LLC

Robert Seropian, a prominent figure in the financial services industry from Port Saint Lucie, Florida, has amassed over three decades of senior-level experience. As the president of Lifetime Wealth Advisors, he has been instrumental in orchestrating over $1 billion in retirement planning. His expertise in providing customized financial strategies helps individuals meet their long-term goals and secure a stable retirement.

Beyond personal financial planning, he is an active board member for several private companies, significantly contributing to the success of over 100 businesses going public, thus enhancing their economic growth and prosperity.

Under Seropian's leadership, Lifetime Wealth Advisors adopts a holistic and unbiased approach to managing retirement savings. His firm is dedicated to ensuring that every dollar is efficiently utilized to achieve clients' financial independence. They use a detailed seven-step methodology that blends qualitative and quantitative analysis to devise strategies that minimize risk, maximize growth, and prioritize the client's interests. This begins with assessing the client's envisioned retirement lifestyle and projected expenses, followed by establishing longevity assumptions, exploring income streams, and determining optimal asset allocation. The approach emphasizes strategic product selection with a focus on principal protection and tax-deferred growth, with ongoing assessments to adapt to any changes. This comprehensive process enables clients to make well-informed financial decisions that are aligned with their objectives.

His commitment to independence and objectivity sets him apart in the industry. He and his team offer straightforward financial advice, unaffected by commissions or biases towards any specific products. This independence ensures that each client receives tailored advice that best serves their investment growth and protection needs.

Seropian's deep understanding of financial markets and retirement planning allows him to customize strategies that optimize retirement income, reduce taxes, and enhance generational wealth. These strategies are adaptive to market fluctuations, ensuring that they meet client's changing needs while providing future stability and flexibility.

Additionally, he and his team at Lifetime Wealth Advisors offer a variety of services and products to ensure a secure retirement and legacy protection. These include income strategies, insurance reviews, annuities, life insurance, Social Security optimization, and more. The firm's innovative self-funded pension solution mimics traditional pensions by offering a stable monthly income, focusing on investments in low-volatility assets like bonds and annuities to manage market risks effectively.

Moreover, he introduces clients to Fixed Index Annuities (FIA) for their unrestricted contributions and tax benefits, enhancing retirement savings beyond the limits of traditional accounts. He also ensures that insurance products are seamlessly integrated into financial plans, conducting annual reviews to align with clients' evolving goals and risk profiles.

Robert Seropian also dedicates time to education through his role as an instructor with Adult Financial Education Services (AFES), where he conducts college courses and workshops. This educational role empowers Lifetime Wealth Advisors' clients to make confident financial decisions that align with their objectives, demonstrating their ongoing commitment to client empowerment and financial literacy.