Robert Stoll (CFA, CFP®)
Robert Stoll focuses in the
following client markets or areas of practice:
- AUM
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
About Rob: Robert Stoll is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) serving high-income corporate executives and couples nearing retirement. We help executives make the most of their corporate benefits, such as pensions, stock options, RSUs, and deferred compensation. For couples nearing retirement, we help you understand how you'll meet your living expense needs in retirement and advise strategies that can save taxes.
Additional Information
My wife Glenda and I have four children ranging from age 29 to 16. In our spare time, we enjoy serving in our local church and hosting friends and family at our home. Glenda is from Guatemala, so we take the opportunity each year to go down to visit friends and family and explore different parts of the country, which is beautiful with all the volcanoes and nature it has.
My passion outside of work is trying to become a decent cook, particularly smoking barbeque. I'm hoping to take my BBQ skills to the next level by competing in local competitions after taking 4th place in Beef Brisket in my first comp in 2015!
My passion outside of work is trying to become a decent cook, particularly smoking barbeque. I’m hoping to take my BBQ skills to the next level by competing in local competitions after taking 4th place in Beef Brisket in my first comp in 2015!
NAPFA Start Date
August 21, 2017
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