Robert Seropian

About Robert Seropian

Robert Seropian, based in Port Saint Lucie, Florida, has three decades of extensive senior-level experience in the financial services industry. Throughout his career, he has facilitated more than $1 billion in retirement planning. Seropian is president of Lifetime Wealth Advisors, which helps individuals and couples in all retirement planning and wealth management areas. A leading expert in retirement planning, he provides tailored financial strategies to help individuals achieve long-term goals and a secure retirement.

His work goes beyond personal financial planning. He serves on the board of directors for several private companies. Seropian has played a critical role in helping more than 100 businesses go public, contributing to their financial growth and long-term success.

Seropian’s leadership at Lifetime Wealth Advisors focuses on a holistic, unbiased approach. Whether managing substantial or modest retirement savings, the firm’s mission is to ensure every dollar works efficiently toward clients’ financial independence.

Lifetime Wealth Advisors’ thorough seven-step methodology incorporates qualitative and quantitative analysis, providing financial strategies that reduce risk, maximize growth, and ensure that all economic decisions are made in the client’s best interests. The seven-step approach begins with identifying the client’s desired retirement lifestyle and estimated expenses. Seropian and his team then establish longevity assumptions, explore various income streams, and determine optimal asset allocation. Strategic product selection follows, focusing on guaranteed principal protection and tax-deferred growth. Regular monitoring ensures the plan remains adaptable to changes. This detailed process empowers clients to make informed decisions. By incorporating their goals, Lifetime Wealth Advisors creates tailored strategies that adapt to life’s changes, providing a clear roadmap to long-term financial security.