Meet Robert

Your Retirement Success is My Goal.

Mission statement

Help people achieve a successful retirement.

Philosophy

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

Vision

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

Biography

Robert Pfahl is a CERTIFIED FINANCIAL PLANNERTM professional and CHARTERED RETIREMENT PLANS SPECIALISTSM professional who has been in the investment business since 1999 and in the financial services industry since 1992.  Robert’s experience includes bank management, investment portfolio management and research, proxy voting and governance research, fee-based advisory program management, retirement plan consulting and compliance.

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.