Issued Patents All Time
Showing 1–6 of 6 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 8751356 | Financial assessment systems and methods | — | 2014-06-10 |
| 8725608 | Method of assisted education planning | Janelle Denice Paulsen-Dziuk, Michael Anthony Moczygemba, Maria Josefina Valdez, Bolivar Cesar Lora, Robert Anthony Pacheco +9 more | 2014-05-13 |
| 8635132 | Self-service real-time financial advice | Bruce Wesley Wilks, Robert Morales, Robert Anthony Pacheco | 2014-01-21 |
| 8620785 | Systems and methods for aggregating data for real-time financial plan | Bruce Wesley Wilks, Robert Morales, Robert Anthony Pacheco | 2013-12-31 |
| 8112332 | Financial assessment systems and methods | — | 2012-02-07 |
| 7895102 | Systems and methods for financial plan benchmarking | Bruce Wesley Wilks, Robert Morales, Robert Anthony Pacheco | 2011-02-22 |