Professional

Rob strives to take away the worry and angst that most people associate with financial planning and give his clients a sense of control over their own financial future.  By creating a personalized plan for each client Rob believes he can help his clients to focus their time and energy on the things that are most important to them rather than be distracted by financial stress.

EXPERIENCE

  • 19 years in the Financial Services Industry
  • 16 years with Northwestern Mutual

EDUCATION & CREDENTIALS

  • Rob Spencer holds the Chartered Financial Analyst® (CFA) designation
  • CERTIFIED FINANCIAL PLANNERTM (CFP®) certification
  • Retirement Income Certified Professional (RICP®) Designation
  • Georgia State University.  Masters of Business Administration (MBA). Finance.
  • University of Virginia.  Bachelors of Arts (BA). Economics.

ASSOCIATIONS & MEMBERSHIPS

  • CFP Board
  • CFA Institute
  • Atlanta Society of Financial Analysts
  • National Association of Insurance and Financial Advisors

Robert B Spencer, CFA®, CFP®, RICP®

Wealth Management Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck