Robert W Symonds MBA, CFP®
LPL Financial Planner
Robert W. Symonds, a LPL Financial Planner, at Academy Financial Inc. Rob works closely with each client to create a comprehensive plan that leads them on a path toward attaining their current and future objectives. He also focuses business succession, financial independence, risk management and estate planning. Rob has been in the financial planning industry since 2005.
Areas of Expertise
- Retirement Planning
- Wealth Management
- Risk Management
- Business Succession Planning
- Estate Planning Strategies
Mission
“Before anything else, preparation is the key to success” - Helping clients meet their long-term goals and objectives for their family or business through our comprehensive financial planning process.
Personal Information
Rob lives in Severna Park, MD with his wife Brittany and two boys, Reid and Duke. Outside of spending time with his family, Rob enjoys being involved in his children school and sports as well as playing ice hockey, pickleball and golf.
Personal Associations
- Alumni Member of Sigma Alpha Epsilon (SAE)
- Current Member of USA Hockey in Anne Arundel County
Certifications
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Registrations: Series 7, Series 66 held through LPL Financial, Health and Life Insurance Licensed
- B.S. Cum Laude, University of Maryland Baltimore County (UMBC)
- MBA, Summa Cum Laude, Waynesburg University