Rob founded RB Wealth Partners in 2021 after serving as co-founder and financial planner at Carter Bacharach Financial Group. He holds both a CERTIFIED FINANCIAL PLANNERTM and Chartered Retirement Planning CounselorTM professional designations. Rob has a passion for solving complex financial matters for those who earned their current positions every step of the way and creating long-term personal relationships with his clients.
A member of the Charlotte chapter of the nationally recognized Financial Planning Association (FPA), Obtained a Bachelor of Arts degree in both Business and Communications from Queens University of Charlotte.
Rob volunteers with Creative Mornings Charlotte, an organization geared towards promoting creativity and small business in the greater Charlotte area through monthly events, educational seminars, and micro-grants.
In his free time, Rob helps coach varsity lacrosse at Lake Norman High School and has helped lead his team to two state title appearances and one championship victory.