Robert is Co-Founder of Gulf Coast Advisors, Inc. Robert has lived in Florida most of his life, and has lived in the Palm Harbor area for over 21 years. He is devoted to his large family and that devotion is what led to this firm. Robert is a member of local networking and community groups in Palm Harbor, volunteers at his kids’ school, and is a University of South Florida alumni. Passionately helping others is the key to Robert’s success. He carries the Accredited Wealth Management AdvisorSM professional designation and strives to always learn more. He believes that financial planning should come first when it comes to investment planning. He looks at investing as a tool to help you achieve your goals, and that every tool has a different function. Having a clear, unbiased financial plan will give you a better chance at success than investing first and figuring out the rest later. There is value in knowing the consequences of your financial actions before making them. Robert’s core value is his deep understanding of his clients, and the ensuing relationship is the most fulfilling part of this business.
For more information on the requirements of the Accredited Wealth Management AdvisorSM designation, please follow the link below: http://www.cffpdesignations.com/Designation/AWMA.