Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Strategies, Retirement Income Planning, Risk Management Strategies, Estate Planning, Charitable Giving, Business Owners, College Funding Strategies, Financial Education
English
As a seasoned Chartered Financial Consultant (ChFC®) and Retirement Income Certified Professional (RICP®) with over 25 years of experience, Robert brings a wealth of knowledge to guide clients in achieving their financial goals. His commitment is to see the bigger picture of their finances so he can offer the best options to keep them on track for their goals today, tomorrow, and as life changes. He specializes in crafting personalized strategies tailored to their unique situation - incorporating values, beliefs and faith-based considerations - whether it is ensuring a secure retirement, funding education for children or grandchildren, optimizing tax efficiency, strategic asset positioning, legacy planning for heirs or charities, and establishing a robust safety net for unforeseen challenges like illness, injury, or market fluctuations. His clients' financial wellbeing is his priority, and his extensive expertise is dedicated to navigating them through every aspect of their financial journey.
Robert is a passionate supporter of lacrosse and football, never missing a home game for his beloved University of Maryland Terrapins or the Baltimore Ravens. A proud alumnus, he gives back as a mentor in the Maryland lacrosse mentoring program, where he helps players prepare for their futures. When he’s not cheering his teams, Robert can be found by local streams, either by himself or with his friends, neighbors or sons, where he immerses himself in the art of fly-fishing, perfecting each cast with patience and precision.
Robert licensed to sell securities in MD, DC, VA, AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MN, MO, MT, NY, NC, OH, PA, SC, SD, TX, VT, WA. I am a registered representative of and offer securities and investment advisory services and investment advisory services through MML Investor Services, LLC. member SIPC (www.sipc.org). Supervisory address:530 Gaither Road, Suite 350 Rockville, MD 20850 Office phone: (301) 354-3839 Mobile phone: (571) 946-8573. He is also licensed to sell insurance in MD, DC, VA, CA, DE, FL, GA, MA, MI, MN, PA and NY. Crescent Financial is not a subsidiary or affiliate of MML Investor Services, LLC, or its affiliated companies.
CRN202709-7225647
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