Advisor profile


My approach

Robert Woodend - My approach photo

Build confidence in your financial future

Answer a few questions to see where you stand across key financial areas. Our 3-Minute Confident Retirement ® check can help you gauge your retirement readiness, and see how your financial confidence compares to others. Let’s talk about how I can help you set and reach your financial goals for today and tomorrow.

Robert Woodend - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Tax Planning Strategies
  • Family Finances
  • Business Retirement Plans
  • Saving for Education
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7 General Securities License
  • Series 66 Uniform Combined State Law License
  • Life, Health, and Accident Insurance License

Education

  • Christian Brothers University Memphis, TN (B.S.) Business Administration 2010

Interests

Besides my family and providing and producing the best experience for my clients; Reading, Billiards, Mountain Biking, Martial Arts and Bird Watching.

Community participation

St. Jude Children's Research Hospital, Make a Wish Foundation, Manna House.