Robert Gordon
Senior Vice President, Financial Advisor
CFP®, CPPT, CRPS®
Contact Robert
Team Office
Robert’s Locations
Miami, FL 33133 (305) 443-3339
About Robert
Robert brings over 20 years of experience in the financial services industry and a skilled focus in portfolio construction and financial planning for high net-worth clients and their families with particular focus on expat and non-US clients. His clients include businesses and business owners, not-for-profit organizations and corporate DC/DB plans. Rob joined Wealth Enhancement 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.
Education
- MBA, University of Virginia
- AB - Economics, Dartmouth College
What we’re thinking about
Transfer on Death: Avoiding the Unnecessary Aggravation
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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