Financial planning became real to Robert Schneider as soon as he held his first baby in his arms. The more he read and researched, the more interesting he found the financial services industry. After serving as a client service and operations associate at Washington Wealth Advisors, he quickly rose through the ranks to be a financial planning associate and then associate financial advisor.
Now a Certified Financial Planner (CFP®) at the Wealth Enhancement Group, his attention to detail, personable approach and use of technology all contribute to his ability to help clients realize their goals. Schneider is equally experienced with the economic options for growing families, whose primary concern might be funding higher education, as he is with strategizing retirement income streams for couples nearing that milestone.
In addition, as a CFP® professional, he is held to strict standards including being a fiduciary, which means he’s obligated to act in the best interests of his clients. He prides himself on taking a holistic view of the financial planning process and gets great joy in keeping his clients financially organized and on track for their financial goals.
Another source of fulfillment for Schneider has been his role as a senior planned giving manager with Special Olympics International. This gave him insights and experience with planned giving, marketing, database management, estate administration and stewardship.
Do you want to be able to enjoy life, knowing you are on track for your retirement or college education goals? Do you want peace of mind that you are taking all the steps possible to minimize your taxes? Contact us today to schedule your Complimentary Financial Consultation.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.