Robert Wilgos (CFP®, MBA)
Robert Wilgos focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Fixed Fee (Subscription, Retainer, etc.)
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
Robert Wilgos, CFP®, is a founder of Summit Financial Advisors, LLC, a Fee-Only financial planning and Pennsylvania-Registered Investment Advisory firm located in Doylestown Pennsylvania, a suburb of Philadelphia. The firm provides Fee-Only financial planning and advice to individuals, families, and small business owners. Our Fee Only services are offered on a Retainer basis.
Additional Information
Bob has been associated with the financial services industry for much of his professional career. He earned an MBA in Finance as a graduate of the Simon School of Business at the University of Rochester. In addition, he earned the right to use the CFP® mark of distinction from the CFP Board of Standards in 1995. His undergraduate education is from the University of Buffalo where he was awarded a BS in Electronics Engineering. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Bob is a member of the Financial Planning Association (FPA), the largest association of professionals dedicated to championing the financial planning process. He is also a member of NAPFA, the largest Fee-Only professional organization.
NAPFA Start Date
November 12, 2007
Visit Website
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.