Robert Wermuth, Cfp®, Chfc®, Clu®, Aif® Email & Phone Number

Rob began his career in the financial services industry in 1987. He and his team specialize in helping complicated families organize their affairs, document their goals, and identify and analyze strategies that will help them reach those goals more effectively. By proactive involvement of the client’s other key advisors, Rob is able to assist the client to more easily manage their financial affairs globally. This team driven and planning focused philosophy provides the client the education, confidence and peripheral vision necessary to make impactful decisions for their family and community. One deliverable clients value most from Rob and his team is the Financial Review which is a single source document outlining wills, trusts, shareholders agreements, personal, retirement and college funding assets, insurances, employee benefits, cash flow and short and long-term financial goals.Rob has earned a Bachelor of Science degree in Accounting from the Pennsylvania State University. He holds the Chartered Financial Consultant® and Chartered Life Underwriter® professional designations.Rob and his wife Janie and their two daughters live in West Chester, Pennsylvania. The Wermuth family, partners and staff of Legacy Planning Partners are extremely active with The Delaware Valley Children’s Charity. The non-profit group assists children and families in need throughout the Delaware Valley and was co-founded by Janie Wermuth in 1991.Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Legacy Planning Partners, 228 West Gay Street, West Chester, PA 19380; 610-719-8600. The Financial Advisor associated with this profile may discuss and/or transact business only with residents in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Review our Terms of Use: www.commonwealth.com/termsofuse.html

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  Senior Partner

  Legacy Planning Partners

  2004 - Present - 228 W. Gay Street West Chester, Pa 19380

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  Penn State University

  Accounting