Robert\’s Full Bio
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Robert\’s Full Bio



Robert’s Biography

Robert’s Biography



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Robert\’s Full Bio Robert\’s Full Bio Document Transcript

  • Applied Financial Planning, Inc. “We Give Your Future Direction” A Registered Investment Advisor Robert E. Micone, MBA Robert E. Micone graduated from Rensselaer Polytechnic Institute in Troy, New York with a degree in Electrical Engineering and immediately began designing electronic products for the aerospace industry. After two years working in some developing technology areas, he moved to the computer industry and spent 18 years at Digital Equipment, General Electric and Hewlett Packard at various levels of sales, sales management, and marketing management, prior to founding his own consulting firm for the high technology industry in mid-1990. Along the way, Mr. Micone earned his MBA in Finance fromLoyola in 1978 and added Business Plans, Market Studies, Investor Prospectuses and EquityAnalysis to his list of accomplishments from 1990 to late 1993, Mr. Micone built a client base of 14top financial firms, where his mission was to train management, sales people, representatives,agents, etc. in how to build portfolios in a volatile investing environment. His client list: IDS,(division of American Express); Pacific Mutual; Mass Mutual; Columbus Financial; CIGNA;Mutual of Omaha; Penn Financial and Manulife reads like a Who’s Who of the financial servicesindustry.As a service to his clients, he acquired the NASD Series 7, 24 and 66 licenses in 1993 and begantuning his practice towards the needs of developing corporations, often installing Fortune 500techniques, strategies and systems into small companies to enhance their success models. He islicensed as an IRS tax preparer and with the California Department of Insurance. He is the authorof some 30 position papers, on subjects from how to take the risk out of a portfolio to how to builda successful technology business in a developing market. The abstract of his MBA thesis onIndustrial Marketing was published in the business press as a case study in 1979.Mr. Micone helps companies and high-net-worth individuals decide where to put money formaximum returns and seeks to minimize the risk of investing. As a Financial Consultant,Registered Investment Advisor, and Registered Principal, he has presented seminars on low riskinvesting and capital preservation. For more information, please call (866) SEEK-COUNSEL. 100 Pacifica, Suite 480, Irvine, CA 92618 Phone: (866) SEEK COUNSEL (866) 733-5268 Securities offered through LPL Financial Member FINRA/SIPC