Series 65 Advisory Registration†, CPPT®, CRPS®, CFP®
Robert Gordon brings almost 20 years of experience in the financial services industry and a skilled focus in 401(k) plan establishment, portfolio construction and financial planning for high net-worth clients and their families, small and medium-sized businesses and not-for-profit organizations. Rob joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition.
His prior experience includes extensive work in comprehensive financial planning, trading energy securities for a major international oil company and working in economic development with the U.S. Peace Corps in Central America.
Rob is active with the community as a trustee of the Miami Springs Police & Fire Pension Fund; Board member of The SEED School of Miami; President & Founder of Robotics for All, Inc; Advisory Board member for Teach for America Miami-Dade.
- BA - Economics, Dartmouth College
- MBA - University of Virginia
- Certified Public Pension TrusteeChartered Retirement Plan Specialist
- CERTIFIED FINANCIAL PLANNER™ Professional
Robert serves clients at our Miami, FL office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.