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Our financial advice team


Robert Mayer

Robert Mayer

CFP®

Financial Advisor

Associate Vice President
Joseph Grund & Associates
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management

Interests

- Spending time with friends and family

- Discovering and experiencing local restaurants in the South Florida area

- Enjoy running and working out

- Passionate about working with my clients in an effort to achieve their goals

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Industry Licenses: Series 3, 7, 63 & 65

Education

  • B.S. Butler University

Professional associations

  • North Palm Beach Chamber of Commerce
Newsletter

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Community participation

Equine Rescue & Adoption Foundation Palm City, Florida

St. Ann Place - Helping Alleviate Hunger in our Community