Robert Borden
Senior Financial Planner
CFP®, CTFA, EA
Contact Robert
Robert’s Locations
Houston, TX 77094 (281) 717-2177
About Robert
With over 25 years of experience in the financial services industry, Robert has served as a senior wealth advisor, senior financial planner, and chief compliance officer. In his current position as a financial advisor with Wealth Enhancement, he works with high net worth families, individuals, business owners and executives, focusing on comprehensive wealth preservation strategies including investment management and analysis, tax planning, estate and retirement planning.
Robert holds the IRS Enrolled Agent (EA), American Bankers Association Certified Trust & Fiduciary Advisor (CTFA), and Certified Financial Planner (CFP) designations.
Robert lives in Katy, Texas. When he’s not in the office, he enjoys traveling, skiing, cycling, golf and collecting antique books. He also enjoys writing finance and investment-related articles.
Education
- MBA, University of Houston
- BBA Finance, University of Texas at Arlington
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Our advisory teams work best with households that have $500,000 or more in investable assets.
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(Weekdays 8am–6pm Central)
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