Using experience and diligence to benefit clients
Years in the industry: 17
Years with CMA: 17
Licenses and Education: Series 7 and 66. CFP®. BA from Amherst College, Master of Science from the University of Michigan.
Saying that Robert is highly organized and skilled is an understatement. His extensive education and decades of experience provide a solid base for his work with clients.
His accomplishments and accolades come not only from his work, but also from valuing life and wanting to enjoy all that it offers. He wants to ensure clients achieve their personal goals as well.
For Robert, his work as a financial planner is personal; he truly understands the difference wise decisions and hard work can make in life.