Robert is an Advice Director for USAA and a CFP™ professional. He is responsible for developing USAA’s advice and points of view for retirement planning, estate/trust/inheritance tax planning, charitable gifting, and the distribution of assets.
•He previously served as a USAA Senior Wealth Manager, with over 20 years of experience.
•Robert is passionate about helping folks from all walks of life achieve their best version of retirement security.
Pre-approved for 1 hour CFP® CE, 1 hour MQFP® CEU and 1 hour AFC® CEU. This one-hour, CE-approved course offers a focused and practical overview of retirement income strategies d...
AFC® CEU CFP® CE MQFP® CEU