Investment Manager And Financial Planner
Current
Jun 2024 - Present
AeroLeads people directory · profile
Robert Schannep- Cfp®, Cepa® Email & Phone Number
I help busy professionals reduce their tax burden and preserve their wealth without sacrificing their time or peace of mind
at
Archer Strategic Advisors PLLC
1 work email found
@ocminc.net
2 phones found area 714
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
I help busy professionals reduce their tax burden and preserve their wealth without sacrificing their time or peace of mind
Location
Post Falls, Idaho, United States
Who is Robert Schannep- Cfp®, Cepa®? Overview
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Quick answer
Robert Schannep- Cfp®, Cepa® is listed as I help busy professionals reduce their tax burden and preserve their wealth without sacrificing their time or peace of mind at Archer Strategic Advisors PLLC, based in Post Falls, Idaho, United States. AeroLeads shows a work email signal at ocminc.net, phone signal with area code 714, and a matched LinkedIn profile for Robert Schannep- Cfp®, Cepa®.
Robert Schannep- Cfp®, Cepa® previously worked as Investment Manager and Financial Planner at Archer Strategic Advisors Pllc and Board Member, Content Consultant at Discover Yourself Now!. Robert Schannep- Cfp®, Cepa® holds B.A., English Literature And Psychology from Biola University.
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Email format at Archer Strategic Advisors PLLC
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*@ocminc.net
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AeroLeads found 1 current-domain work email signal for Robert Schannep- Cfp®, Cepa®. Compare company email patterns before reaching out.
Profile bio
About Robert Schannep- Cfp®, Cepa®
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
Listed skills include Leadership, Strategic Financial Planning, Social Networking, Training, and 17 others.
Current workplace
Robert Schannep- Cfp®, Cepa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles · 10 years
Robert Schannep- Cfp®, Cepa® work experience
A career timeline built from the work history available for this profile.
Board Member, Content Consultant
Current
Discover Yourself Now!
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… 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
Nov 2019 - Present
Founder
Lifecraft Planning
We 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.
2017 - Jun 2024
Paraplanner And Financial Coach
Ocm, Inc.
Along 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.
Feb 2012 - 2017
Sales Associates
James Hendries Office/ Lpl Financial
Assisting businesses and individuals to reach their financial goals with independent, objective strategies and concepts.
Apr 2011 - Feb 2012
Employers Relations Specialist
Assisting Orange County Employers to receive the funds and employees they deserve
Jun 2008 - Apr 2011
Board Of Directors
Broken Hearts, Inc.
I 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.
Mar 2008 - Mar 2011
Team Leader/ Operations
Broken Hearts, Inc.
Worked as part of a team dedicated to improving the flow of resources available to individuals who were in need.
Mar 2004 - May 2008
4 education records
Robert Schannep- Cfp®, Cepa® education
B.A., English Literature And Psychology
Financial Planning And Services
Education record
Salpointe
Financial Planning
FAQ
Frequently asked questions about Robert Schannep- Cfp®, Cepa®
Quick answers generated from the profile data available on this page.
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 Archer Strategic Advisors PLLC?
Robert Schannep- Cfp®, Cepa® is listed as I help busy professionals reduce their tax burden and preserve their wealth without sacrificing their time or peace of mind at Archer Strategic Advisors PLLC.
What is Robert Schannep- Cfp®, Cepa®'s email address?
AeroLeads has found 1 work email signal at @ocminc.net for Robert Schannep- Cfp®, Cepa® at Archer Strategic Advisors PLLC.
What is Robert Schannep- Cfp®, Cepa®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 714 for Robert Schannep- Cfp®, Cepa® at Archer Strategic Advisors PLLC.
Where is Robert Schannep- Cfp®, Cepa® based?
Robert Schannep- Cfp®, Cepa® is based in Post Falls, Idaho, United States while working with Archer Strategic Advisors PLLC.
What companies has Robert Schannep- Cfp®, Cepa® worked for?
Robert Schannep- Cfp®, Cepa® has worked for Archer Strategic Advisors Pllc, Discover Yourself Now!, Lifecraft Planning, Ocm, Inc., and James Hendries Office/ Lpl Financial.
How can I contact Robert Schannep- Cfp®, Cepa®?
You can use AeroLeads to view verified contact signals for Robert Schannep- Cfp®, Cepa® at Archer Strategic Advisors PLLC, including work email, phone, and LinkedIn data when available.
What schools did Robert Schannep- Cfp®, Cepa® attend?
Robert Schannep- Cfp®, Cepa® holds B.A., English Literature And Psychology from Biola University.
What skills is Robert Schannep- Cfp®, Cepa® known for?
Robert Schannep- Cfp®, Cepa® is listed with skills including Leadership, Strategic Financial Planning, Social Networking, Training, Coaching, Marketing Strategy, Nonprofits, and Finance.
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