Meet Rob
Rob began his career in financial services over a decade ago. As a lead CERTIFIED FINANCIAL PLANNER™ at Carolina Financial Group in Charlotte, NC, he became a valued resource for advanced retirement planning strategies. Driven by a desire to do more for his clients, Rob founded RB Wealth.
After growing up in Maryland, Rob moved to North Carolina where he attended Queens University of Charlotte. He double majored in both Business and Communications and was a 4 year member of Division II Men’s Lacrosse Team. In the Charlotte community, Rob volunteers as the Treasurer for Charlotte is Creative, a non-profit that supports arts and culture initiatives for new local businesses and underserved communities.
Outside of helping clients with their financial plan, Rob enjoys cooking, skiing, and spending time on the lake with his family and friends.
Specializations
- Tax Strategy
- Real Estate Investments
- Business Exit Planning
- Investment Selection
Qualifications
- CFP®
- 10+ years experience in finance
Fun Fact
He won 1st place, gold medal, in two Adult Amateur Sport Martial Arts competitions.
FREQUENTLY ASKED QUESTIONS
What would surprise people about your path to financial planning?
After double majoring in business and communications in college I took a job selling cars for Mercedes Benz, and it wasn’t until I had a horrible boss that lead me to want to run my own company, and one thing or another led me to financial planning. What is even more surprising is the number of high net worth clients I work with now, that I originally met from selling a car.
What do you believe about money that most people don’t?
I believe the money and investments are only the means to do the things we love most with the people we love most. And that most people don’t care much for the actual act of investing.
What’s a common misconception people have about working with a financial planner?
That a financial planner is always trying to sell you something. If you find a good one, mostly they want to give you the advice you need to make better decisions.