Comprehensive Wealth Management
Robert Sander, CFP®, Senior Vice President/Investments
My mission is to provide comprehensive and customized wealth management strategies for each client. I help each client pursue their financial goals with a well-thought-out plan that serves as the foundation for long-term relationships. I am committed to the highest standards of integrity and professionalism as well as exceptional service my clients expect from a financial advisor.
About Robert
Robert Sander has extensive experience working with individuals and businesses, having nearly 40 years of investment industry experience. He helps clients through every aspect of their financial picture, including investments, retirement planning, insurance, and issues surrounding estate planning and tax planning.
The term "financial planner" is used by many financial professionals today and can be misleading. Bob is qualified to offer investment planning guidance and has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
The term "financial planner" is used by many financial professionals today and can be misleading. Bob is qualified to offer investment planning guidance and has earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.