Every Piece Matters

Robert Whelan has been in the financial services industry since 1978. He is a practicing Certified Public Accountant and Certified Financial Planner. In addition to the above two certificates, he is also licensed in securities and life insurance."I was inspired to join the financial services industry by witnessing the devastating effect my father's death had on my family when he was just eighteen. After putting myself through college, while caring for my mother and sister, I uncovered a deep sense of perseverance and dedication that I never knew existed."As a retirement planner with a solid background in tax planning and services, Robert is committed to helping people piece together the important financial factors that bring a lasting sense of comfort and confidence.