Meet Robert

Your Retirement Success is My Goal.

Mission statement

Help people achieve a successful retirement.


Process-driven business applying transparency, integrity and Christian principles to the retirement planning process.


To provide valuable retirement planning solutions to clients at a reasonable price.


Robert Pfahl is a CERTIFIED FINANCIAL PLANNER TM, QUALIFIED 401(K) ADMINISTRATOR TM, and CHARTERED RETIREMENT PLANS SPECIALIST SM professional who has been in the investment business since 1999 and in the financial services industry since 1992.  His experience includes bank management, investment portfolio management and research, proxy voting and governance research, fee-based advisory program management, retirement plan consulting and compliance.  Robert and his wife live in Happy Valley (State College, PA) and he strives to follow Jesus and to adhere to Biblical principles to guide his life.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

I have over 25 years of experience in financial services and I can help you address your needs of today and for years to come. I look forward to working with you.