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As a Certified Financial Planner, I continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, I have the experience and resources to meet your needs.
Even though very few people ‘plan to fail,’ many people end up ‘failing to plan.’ Unfortunately the result is the same!
I help people develop life plans, manage change in their lives and deal with the risks of life.
It is true that most of us need someone with the skill to get their thoughts, goals and dreams out in the open. We need someone with the ability to build a plan based on these goals, and then someone to assist with implementing the plan.
Building a plan is only the beginning because life does not take a carefully charted course. It is a fact that living gets in the way so when unplanned events and opportunities present themselves, modifications will be required because your goals are likely unchanged.
You need someone with the experience and skill to help you build and implement your plan, someone with the experience to help you stay the course and make adjustments when changes happen.
I have spent over thirty years (30) in money management and the planning of personal and corporate finances. For sixteen of those years I lived and worked internationally, gaining a first hand global perspective of financial markets in thirty-five countries on three continents. In today’s volatile and ever changing world, my background, training and experiences make me uniquely qualified to assist you with your financial planning needs.
Robert's credentials include: