Using a quarter of a century of experience to benefit clients
Years in the industry: 16
Years with CMA: 16
Licenses and Education: Series 7 and 66. CFP® . BA from Amherst College, Master of Science from the University of Michigan.
Saying that Robert is a go-getter is an understatement. After all, his extensive education and decades of experience speak for themselves.
However, his accomplishments and accolades come from valuing life and wanting to enjoy all that it offers–something he wants to share not only with his family, but also help clients experience as well.
For Robert, his work as a financial planner is personal; afterall, he truly understands the difference that wise decisions and hard work can make in life.