Robert Schannep- Cfp®, Cepa® Email and Phone Number
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If you are a medical professional and worry about... - A heavy tax burden that will only go up more in the future - Your business potentially getting audited - Being too busy to properly ensure your financial life is on track Then, you're in exactly the right place. 𝙒𝙝𝙖𝙩 𝙙𝙤 𝙬𝙚 𝙙𝙤? We help you through our integrated tax planning, bookkeeping, and wealth management practice so you can…✔ Pay less in taxes,✔ Protect & preserve your wealth,✔ Aim to retire on your own terms and on your own timeline.This is so that you can make sure that your retirement money is working with as much precision as you are, without making costly mistakes around your wealth or paying more taxes than you should.𝙒𝙝𝙤 𝙖𝙧𝙚 𝙬𝙚?I’m Robert Schannep, a Financial Planner at Archer Wealth Advisors. We specialize in helping professionals in a similar situation to yours to reduce the heavy tax burden you face and instead invest that money back into securing your family’s financial future. I believe each of us has an incredible life to live… Why not live your best one? True financial planning brings meaning to money, and authenticity to your life.We want to help ensure you can maintain your desired lifestyle and goals, without worrying that future tax increases will erode your savings.𝙃𝙤𝙬 𝙙𝙤 𝙬𝙚 𝙙𝙤 𝙩𝙝𝙞𝙨?We help you keep more of your income right now, and aim to grow your wealth so you won’t need to worry about changing your lifestyle during retirement.This means all the heavy lifting is taken care of for you (with as much precision as you take in your own work) so you can focus on what matters most to you, while preserving your wealth and long-term financial security for you and your family.𝙎𝙤 𝙬𝙤𝙪𝙡𝙙 𝙮𝙤𝙪 𝙡𝙞𝙠𝙚 𝙩𝙤 𝙝𝙖𝙫𝙚 𝙖 𝙨𝙣𝙖𝙥𝙨𝙝𝙤𝙩 𝙤𝙛 𝙮𝙤𝙪𝙧 𝙚𝙣𝙩𝙞𝙧𝙚 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙡𝙞𝙛𝙚 𝙤𝙣 𝙤𝙣𝙚 𝙥𝙖𝙜𝙚, 𝙞𝙣 𝙥𝙡𝙖𝙞𝙣 𝙀𝙣𝙜𝙡𝙞𝙨𝙝?Just send me a quick message and I’ll be happy to help, no strings attached. To your success! - Rob 𝙎𝙤𝙢𝙚 𝙢𝙤𝙧𝙚 𝙖𝙗𝙤𝙪𝙩 𝙢𝙚➡️ Devoted husband and father of 7!➡️ 3rd generation financial advisor➡️ Lived and traveled in a school bus RV 🚍➡️ Coached 75 financial advisors on strategy➡️ Love all things poetry, music and wealth building
Archer Strategic Advisors Pllc
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Investment Manager And Financial PlannerArcher Strategic Advisors Pllc Jun 2024 - PresentCoeur D'Alene, Idaho, United States
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Board Member, Content ConsultantDiscover Yourself Now! Nov 2019 - PresentDiscover Yourself Now! is an educational, Non Profit organization headquartered in Phoenix, AZ., with branches in Southern California and North Texas. The mission of DYN! is to disrupt generational poverty by reaching at risk kids and young adults through a series of interactive workshops that break down self defeating beliefs and opens young people up to the knowledge they can not just envision, but create an exciting and personally fulfilling life by developing Executive Functioning skills… Show more Discover Yourself Now! is an educational, Non Profit organization headquartered in Phoenix, AZ., with branches in Southern California and North Texas. The mission of DYN! is to disrupt generational poverty by reaching at risk kids and young adults through a series of interactive workshops that break down self defeating beliefs and opens young people up to the knowledge they can not just envision, but create an exciting and personally fulfilling life by developing Executive Functioning skills and Financial Literacy. Show less
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FounderLifecraft Planning 2017 - Jun 2024We utilize financial strategies and tools to help our clients craft their life on their terms. Using our client's vision for their life, we build the financial architecture to support their life.
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Paraplanner And Financial CoachOcm, Inc. Feb 2012 - 2017Orange, CaAlong with helping client's gain peace of mind, we want to make sure that your money habits and financial decisions reflect your deepest values. To that end, we also run a coaching network for financial professionals across the country.
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Sales AssociatesJames Hendries Office/ Lpl Financial Apr 2011 - Feb 2012Assisting businesses and individuals to reach their financial goals with independent, objective strategies and concepts.
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Employers Relations SpecialistArbor Education And Training Jun 2008 - Apr 2011Assisting Orange County Employers to receive the funds and employees they deserve -
Board Of DirectorsBroken Hearts, Inc. Mar 2008 - Mar 2011I worked on a team focused upon fiscal management of the non-profits' resources. I helped establish, create, file, and execute the by-laws of the agency and provided strategic guidance in an administrative capacity.
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Team Leader/ OperationsBroken Hearts, Inc. Mar 2004 - May 2008Worked as part of a team dedicated to improving the flow of resources available to individuals who were in need.
Robert Schannep- Cfp®, Cepa® Skills
Robert Schannep- Cfp®, Cepa® Education Details
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English Literature And Psychology -
Financial Planning And Services -
Salpointe -
Financial Planning
Frequently Asked Questions about Robert Schannep- Cfp®, Cepa®
What company does Robert Schannep- Cfp®, Cepa® work for?
Robert Schannep- Cfp®, Cepa® works for Archer Strategic Advisors Pllc
What is Robert Schannep- Cfp®, Cepa®'s role at the current company?
Robert Schannep- Cfp®, Cepa®'s current role is I help busy professionals reduce their tax burden and preserve their wealth without sacrificing their time or peace of mind.
What is Robert Schannep- Cfp®, Cepa®'s email address?
Robert Schannep- Cfp®, Cepa®'s email address is ro****@****inc.net
What is Robert Schannep- Cfp®, Cepa®'s direct phone number?
Robert Schannep- Cfp®, Cepa®'s direct phone number is +171438*****
What schools did Robert Schannep- Cfp®, Cepa® attend?
Robert Schannep- Cfp®, Cepa® attended Biola University, College For Financial Planning, Salpointe, College For Financial Planning.
What are some of Robert Schannep- Cfp®, Cepa®'s interests?
Robert Schannep- Cfp®, Cepa® has interest in Orthodox Christianity, Homeschooling, Craft Brewing, Children, Sustainability, Gardening, Reading, Parenting, Personal Acheivement, Craft.
What skills is Robert Schannep- Cfp®, Cepa® known for?
Robert Schannep- Cfp®, Cepa® has skills like Leadership, Strategic Financial Planning, Social Networking, Training, Coaching, Marketing Strategy, Nonprofits, Finance, Sales, Investments, Public Speaking, Retirement.
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