Robert Cawley Cfbs, Cepa, Lutcf, Cltc Email and Phone Number
Robert Cawley Cfbs, Cepa, Lutcf, Cltc work email
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Robert Cawley Cfbs, Cepa, Lutcf, Cltc personal email
As a founding member of Opus Financial Partners, I take tremendous pride in the lifelong relationships that we build with our clients. Our entire team is committed to helping our clients manage the moments that matter the most. Our clients are an extension of us and of our families. The confidence that we can bring to their kitchen table is what inspires me to get up and do what I do every day. Our clients will attest that we are not just Financial Advisors, we are a sounding board for some of life’s most difficult decisions, we are their confidante and we are their advocate. Our clients are our family, they are the fabric of Opus and our team is built to serve them.I oversee the Risk Management division of Opus Financial Partners and I have spent my career working with families and generational business owners helping them avoid obstacles before they transpire. I am a native of Lehigh Valley, Pennsylvania, served four years of active duty and four years of inactive reserve as an 0311 Infantryman in the US Marine Corps and was honorably discharged as an E-5 Sergeant in 2000. My wife, Alissa, is a Special Education teacher at Northwestern Lehigh Middle School. Together, we live in New Tripoli, PA with our son Quinn, daughter Addison “Addi” and our dog Rorke.I am an active outdoor enthusiast and I am passionate about archery hunting, saltwater fly fishing and sport fishing. If not in the office, I can easily be found working on a track loader on the family property, coaching or cheering on youth sports or in the Florida Everglades fly fishing for Tarpon. I am an active member of many associations supporting the great outdoors, conservation, constitutional rights and our freedom to enjoy them. Licenses:Life and Health insurance licensed in: CA, DE, FL, GA, MA, MD, MI, NC, NJ, NY, and PA. CA Insurance License #4205705; State of Domicile: PASecurities Licenses held: Series 6, 63, 65, 7 and CRIA affiliated with MML Investors Services, LLCLicensed to sell securities in: DE, GA, MD, MN, NC, NJ, PA, SC, WIRobert K. Cawley is a Registered Representative of and offers securities and Investment Advisory services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 3701 Corporate Parkway Suite 320, Center Valley, PA 18034 (610) 798-2500. Opus Financial Partners is not a subsidiary or affiliate of MML Investors Services, LLC or any of its affiliated companies.
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Senior PartnerTritium Private Wealth Strategies, LlcPennsylvania, United States -
PartnerOpus Financial Partners May 2023 - Present -
PresidentPeerless Business Advisors Jan 2012 - PresentPeerless Business Advisors serves the unique and complex financial planning needs of successful business owners and high net worth individuals. Our team of Certified Family Business Specialists (CFBS) has specialized accredited graduate-level education in the areas of advanced estate planning, business evaluation, and business succession planning. Our holistic planning process is further enhanced by distinct capabilities which enable us to help our clients reduce risk, build wealth, and improve tax efficiency while relentlessly protecting the assets they’ve worked so hard to accumulate.
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Senior Financial AdvisorMassmutual Eastern Pennsylvania May 2011 - Present -
Co-Founder / PresidentCobra Care Advisors, Llc Jun 2009 - Jun 2015Third Party Administration company providing COBRA (Consolidated Omnibus Budget Reconciliation Act) services through Healthcare Brokers, General Agencies and direct to mid size and large size employers.
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Financial AdvisorIndependence Planning Group Oct 2004 - May 2011
Robert Cawley Cfbs, Cepa, Lutcf, Cltc Skills
Robert Cawley Cfbs, Cepa, Lutcf, Cltc Education Details
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Cfbs - Cerified Family Business Specialist -
Financial Planning -
Accounting/Finance -
United States Marine Corps.0311 - Infantry
Frequently Asked Questions about Robert Cawley Cfbs, Cepa, Lutcf, Cltc
What company does Robert Cawley Cfbs, Cepa, Lutcf, Cltc work for?
Robert Cawley Cfbs, Cepa, Lutcf, Cltc works for Tritium Private Wealth Strategies, Llc
What is Robert Cawley Cfbs, Cepa, Lutcf, Cltc's role at the current company?
Robert Cawley Cfbs, Cepa, Lutcf, Cltc's current role is Senior Partner.
What is Robert Cawley Cfbs, Cepa, Lutcf, Cltc's email address?
Robert Cawley Cfbs, Cepa, Lutcf, Cltc's email address is rc****@****ide.com
What schools did Robert Cawley Cfbs, Cepa, Lutcf, Cltc attend?
Robert Cawley Cfbs, Cepa, Lutcf, Cltc attended The American College, The American College, Desales University, United States Marine Corps..
What skills is Robert Cawley Cfbs, Cepa, Lutcf, Cltc known for?
Robert Cawley Cfbs, Cepa, Lutcf, Cltc has skills like Retirement Planning, Retirement, Strategic Financial Planning, Disability Insurance.
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