Robert Dowling , Cfp® Email & Phone Number

Changes, challenges, and choices. Many people face financial and life changes that pose stressful and oftentimes challenging decisions. As a fee-only wealth manager, I have over 20 years of experience helping individuals and couples evaluate their choices to make informed decisions. I enjoy working with my client’s trusted advisors, such as estate attorneys, accountants and insurance agents. We coordinate our efforts to seek to achieve the best possible outcome for the client. Although many of the tough financial questions may be similar for clients, each individual and family is different and the path to achieving their goals could be different. Thank you for visiting my LinkedIn profile. I am happy to speak with you about your specific questions or financial planning concerns to determine if we are a good fit to work together.Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.