Robert L. Francis
Corporate Officer/Principal at Aspire Financial Services LLC
Network origin in Robert L. Francis first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
The American Society of Pension Professionals & Actuaries
 The American Society of Pension Professionals & Actuaries Miscellaneous Commercial ServicesCommercial Services The American Society of Pension Professionals & Actuaries operates as an association for career retirement and pension plan professionals. It offers examination-based professional credentials. The company was founded by Carl Duncan in 1966 and is headquartered in Arlington, VA.
27
| Non-Profit Organization | Miscellaneous Commercial Services | 27 |
National Institute of Pension Administrators
 National Institute of Pension Administrators Miscellaneous Commercial ServicesCommercial Services The National Institute of Pension Administrators operates as a trade association. The private company is based in Chicago, IL.
16
| Private Company | Miscellaneous Commercial Services | 16 |
Aspire Financial Services LLC
 Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL.
12
| Subsidiary | Investment Managers | 12 |
Eckerd College
5
| College/University | Other Consumer Services | 5 |
Western Pension & Benefits Conference
4
| Non-Profit Organization | 4 | |
Aetna Retirement Services
2
| Extinct | Life/Health Insurance | 2 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Robert L. Francis via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
| INTEL CORPORATION | Semiconductors | Corporate Officer/Principal Corporate Officer/Principal | |
| CHARLES SCHWAB | Investment Banks/Brokers | Corporate Officer/Principal Director/Board Member | |
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Bragg Financial Advisors, Inc.
 Bragg Financial Advisors, Inc. Investment ManagersFinance Bragg Financial Advisors, Inc. (Bragg) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded by J. Frank Bragg, Jr. in 1964. Bragg provides advisory services to individuals, investment companies which includes mutual funds, pension and profit-sharing plans and charitable organizations. | Investment Managers | Analyst-Equity | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
ExpertPlan, Inc.
 ExpertPlan, Inc. Packaged SoftwareTechnology Services ExpertPlan, Inc. provides private label recordkeeping solutions. The firm offers retirement plan solutions and services for companies and organizations. Its services include consulting services, cash balance retirement plans, defined benefit plans, and defined benefit/defined contribution combination plans; retirement plan management, administration, and compliance services. The company was founded by Winthrop Cody in 1999 and is headquartered in East Windsor, NJ. | Packaged Software | Chief Executive Officer Corporate Officer/Principal Corporate Officer/Principal | |
| Dartmouth College | College/University | Undergraduate Degree | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree Undergraduate Degree | |
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Arizona State University | College/University | Masters Business Admin | |
| Brooklyn College | College/University | Undergraduate Degree | |
| Clemson University | College/University | Undergraduate Degree | |
| The King's College (New York) | College/University | Undergraduate Degree | |
| Lipscomb University | College/University | Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree | |
| University of California, Santa Barbara | College/University | Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
| Western State College of Colorado | College/University | Undergraduate Degree | |
USC Arcadia Hospital
 USC Arcadia Hospital Hospital/Nursing ManagementHealth Services Methodist Hospital of Southern California provides health care services. It offers cardiology, colorectal surgery institute, Hollfelder emergency care center, gynecology and oncology institute, hyperbaric oxygen center, maternal child health, neurology, oncology, orthopedics, rehabilitation, senior services, stroke, surgical, weight loss surgery, and wound healing center. The company was founded in 1903 and is headquartered in Arcadia, CA. | Hospital/Nursing Management | Director/Board Member | |
American Bar Association
 American Bar Association Miscellaneous Commercial ServicesCommercial Services American Bar Association provides legal services. It provides law school accreditation, continuing legal education, legal information and other services to assist legal professionals. The firm has members which include judges, court administrators, law professors, and non-practicing attorneys. The company was founded on August 21, 1878 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Wright State University (Ohio) | College/University | Undergraduate Degree | |
Reber/Russell Co.
 Reber/Russell Co. Investment ManagersFinance Part of First Western Financial, Inc., Reber/Russell Co. is a company that provides investment advisory services. The company is based in Denver, CO. Reber/Russell was acquired by First Western Financial, Inc. on September 29, 2006. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Financial Planning Association
 Financial Planning Association Miscellaneous Commercial ServicesCommercial Services The Financial Planning Association operates as a leadership and advocacy organization. The private company is based in Denver, CO. The company was founded by Michael P. Ryan. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| California Society of Certified Public Accountants | Corporate Officer/Principal Corporate Officer/Principal | ||
Comprehensive Consulting Group LLC
 Comprehensive Consulting Group LLC Investment ManagersFinance Comprehensive Consulting Group LLC provides financial consulting services. It offers health care, pension, and investment plan consulting, design, and administration services to individual as well as corporate clients. The company was founded in 1971 by Lou Russo and is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Institute of Management Accountants, Inc.
 Institute of Management Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
International Foundation of Employee Benefit Plans
 International Foundation of Employee Benefit Plans Miscellaneous Commercial ServicesCommercial Services The International Foundation of Employee Benefit Plans is an educational organization that provides objective, solution-oriented education, research, and information to ensure the health and financial security of plan beneficiaries worldwide. The non-profit company is based in Brookfield, WI, and has subsidiaries in the United States. The company offers a variety of educational programs, including face-to-face and online learning, certificate programs, and continuing education. The company also provides publications, podcasts, and webcasts on various employee benefits topics. The company aims to keep its members informed about the latest developments in the employee benefits industry and offers a platform for members to interact with each other by sharing ideas and best practices. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| FIRST WESTERN FINANCIAL, INC. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Blossom Financial Services, Inc.
 Blossom Financial Services, Inc. Investment ManagersFinance Blossom Financial Services, Inc. provides retirement plan solutions. The firm offers plan administration and recordkeeping, investment advisory, integrated payroll, participant education, and plan installation services. The company was founded in 1967 and is headquartered in Peoria, IL. | Investment Managers | President | |
Girls, Inc. of Greater Santa Barbara
 Girls, Inc. of Greater Santa Barbara Miscellaneous Commercial ServicesCommercial Services Girls, Inc. of Greater Santa Barbara operates as a nonprofit organization. It provides educational programs and enrichment activities for women. Its programs include after-school, summer camp, and gymnastics. The company was founded on March 17, 1958 and is headquartered in Santa Barbara, CA. | Miscellaneous Commercial Services | President | |
| Fircrest Golf Club, Inc. | Corporate Officer/Principal | ||
The Rainier Club
 The Rainier Club Miscellaneous Commercial ServicesCommercial Services The Rainier Club is a private social club located in Seattle, WA. The club's description is simply "The Rainier Club 2022." | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| Rotary Club of Seattle | Corporate Officer/Principal | ||
The Rotary Foundation of Rotary International
 The Rotary Foundation of Rotary International Investment Trusts/Mutual FundsMiscellaneous Rotary Foundation of Rotary International offers health improvement and education support. The firm leads the charge on campaigns such as eradicating polio and promoting peace. It was founded in 1947 and is headquartered in Evanston, IL. | Investment Trusts/Mutual Funds | President | |
| Retirement Advisors & Designers of America | Founder | ||
| Graduate Theological Foundation | College/University | Masters Business Admin | |
Spectrum Pension Consultants, Inc.
 Spectrum Pension Consultants, Inc. Miscellaneous Commercial ServicesCommercial Services Spectrum Pension Consultants, Inc. provides professional services to employers sponsoring retirement, deferred compensation, and other employee benefit plans for organization. Its services include management consulting and advice, benefit plan management and administration, employee communication and education, and individual retirement arrangements. The company was founded in 1978 and is headquartered in Tacoma, WA. | Miscellaneous Commercial Services | Chief Executive Officer Corporate Officer/Principal | |
AAPLE Foundation
 AAPLE Foundation Miscellaneous Commercial ServicesCommercial Services AAPLE Foundation provides educational services. It provides sustained involvement in leadership and service based opportunities that mutually benefit students and the community. The company is headquartered in Santa Barbara, CA. | Miscellaneous Commercial Services | Director of Finance/CFO | |
Carrier Enterprise LLC
 Carrier Enterprise LLC Wholesale DistributorsDistribution Services Carrier Enterprise LLC distributes heating, ventilation, and air conditioning equipment. The company was founded by Willis Carrier in 1902 and is headquartered in Orlando, FL. | Wholesale Distributors | Director of Finance/CFO Comptroller/Controller/Auditor | |
Employer Benefit Solutions LLC
 Employer Benefit Solutions LLC Miscellaneous Commercial ServicesCommercial Services Employer Benefit Solutions LLC operates as a employee benefit and compensation plans company. The firm provides healthcare reform planning, long term care planning for business owners, wellness programs and administrative services. The company was founded in 2000 and is headquartered in Miamisburg, OH. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| The Rotary Club of Santa Barbara Sunrise Charitable Fdn | Corporate Officer/Principal | ||
GROUPIRA, Inc.
 GROUPIRA, Inc. Internet Software/ServicesTechnology Services GROUPIRA, Inc. is a financial technology company based in Tacoma, WA. GROUPIRA's individual retirement account technology program and order routing system allows its members and their investment advisers to invest better for their future. GROUPIRA, Inc. is dedicated to bringing the advantages of 401 (k) plans to IRA investors and has been incorporated since 2011. Tens of thousands of individuals and their investment professionals utilize GROUPIRA's technology program and order routing system to invest better through their IRAs. The company was founded by Petros P. Koumantaros and Yannis P. Koumantaros. | Internet Software/Services | Founder Chief Executive Officer | |
| Santa Barbara Chapter of The Institute of Mgmt Accountants | Corporate Officer/Principal | ||
| AMERICAN RIVIERA BANCORP | Regional Banks | Director/Board Member | |
| The Club Foundation | President | ||
| Society of Professional Asset Managers & Record Keepers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal |
Statistics
International
| United States | 51 |
Sectoral
| Consumer Services | 14 |
| Finance | 13 |
| Commercial Services | 12 |
| Technology Services | 3 |
| Electronic Technology | 2 |
Operational
| Corporate Officer/Principal | 116 |
| Director/Board Member | 77 |
| Undergraduate Degree | 41 |
| President | 18 |
| Chief Executive Officer | 11 |
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