Rob Hrnicek, Mba, Cfp®

Rob Hrnicek, Mba, Cfp® Email and Phone Number

Financial Advisor, Raymond James I Partner I CFP® | @ Dallas Wealth Advisors
Texas, United States
Rob Hrnicek, Mba, Cfp®'s Location
Dallas-Fort Worth Metroplex, United States
About Rob Hrnicek, Mba, Cfp®

My values in life were significantly impacted by my grandfather who raised me. My granddad's most meaningful influences on me were his desire to do things right, and even more importantly, to do the right thing. He led by example, by combining a great work ethic as a physician, a love of learning (he read all the time), and a desire to help people in a meaningful and impactful way.I try to bring these same values to my clients, my family, and my life. I'm driven to constantly learn, helping others in their pursuit of knowledge and understanding. My "work" time is spent in one of three ways: talking with clients, conversing with portfolio managers, and reading everything I can about financial planning and advice. These activities help me to constantly learn so I can share information and apply it when helping others. With over 20 years of experience in the financial services industry, I pride myself on developing highly customized financial plans and strategies to ensure my clients accomplish what it is they desire to achieve. This is accomplished through a series of interviews and discussions where I learn the details of a client's situation and their wishes. With this as my primary focus, I apply this knowledge and expertise, with the latest financial planning software to create a workable strategy for my clients. Through communication and education, I partner with my clients to secure a long-term meaningful relationship based on trust and these values. Outside of the office, I'm an avid supporter of the Nebraska Cornhuskers and if I'm not spending time with my wife, Michelle, or one of our three daughters, you'll likely find me on a mountain bike, gravel bike, or road bike. If you do find me on one of these bikes, I probably won't be going very fast, but I'll be happy to see you and I'll likely be having a great day! I am a CERTIFIED FINANCIAL PLANNER™ professional and offer both my clients and prospective clients complimentary investment plans, including an estimated expense analysis. Please contact me by email at rob.h@parkwayteam.com or call me at 972-213-0040.

Rob Hrnicek, Mba, Cfp®'s Current Company Details
Dallas Wealth Advisors

Dallas Wealth Advisors

View
Financial Advisor, Raymond James I Partner I CFP® |
Texas, United States
Employees:
6
Rob Hrnicek, Mba, Cfp® Work Experience Details
  • Dallas Wealth Advisors
    Financial Advisor, Raymond James I Partner I Cfp® |
    Dallas Wealth Advisors
    Texas, United States
  • Parkway Wealth Management Group | Raymond James
    Vice President | Financial Advisor
    Parkway Wealth Management Group | Raymond James Mar 2022 - Present
    Parkway Wealth Management Group, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S
  • Cohonesto Financial, Llc & Trinity Capital Management
    Managing Director L Cfp®
    Cohonesto Financial, Llc & Trinity Capital Management Oct 2015 - Feb 2022
    Dallas/Fort Worth Area
  • Morgan Stanley
    Financial Advisor I Vice President I Cfp®
    Morgan Stanley Sep 2007 - Oct 2015
    One Legacy Circle, Plano Tx
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Sep 2001 - Sep 2007
    Dallas/Fort Worth Area, United States
  • Blockbuster Entertainment
    Operations Executive
    Blockbuster Entertainment Feb 1988 - Aug 1998
    Dallas/Fort Worth Area, United States

Rob Hrnicek, Mba, Cfp® Skills

Financial Services Services

Rob Hrnicek, Mba, Cfp® Education Details

Frequently Asked Questions about Rob Hrnicek, Mba, Cfp®

What company does Rob Hrnicek, Mba, Cfp® work for?

Rob Hrnicek, Mba, Cfp® works for Dallas Wealth Advisors

What is Rob Hrnicek, Mba, Cfp®'s role at the current company?

Rob Hrnicek, Mba, Cfp®'s current role is Financial Advisor, Raymond James I Partner I CFP® |.

What schools did Rob Hrnicek, Mba, Cfp® attend?

Rob Hrnicek, Mba, Cfp® attended Naveen Jindal School Of Management, Ut Dallas, Bayard High School.

What skills is Rob Hrnicek, Mba, Cfp® known for?

Rob Hrnicek, Mba, Cfp® has skills like Financial Services, Services.

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