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Rob Reichwein

As a pivotal member of the planning team, Rob is dedicated to guiding clients on their financial journey with a passion for building strong financial foundations. He provides personalized advice on budgeting, saving, and investing that is tailored to each client’s unique goals and circumstances. Leveraging his previous experience at Protective Life and Fidelity Investments, and current experience with Charles Schwab, Rob offers comprehensive guidance to clients who are just starting on their financial journeys, as they save for milestones such as a new car or home. Additionally, he advises on the initial steps of retirement planning to ensure clients are well-prepared for the future. Rob is committed to helping clients navigate their finances with confidence and clarity, ultimately setting them on the path to long-term financial success.

  • BA Cum Laude from The University of Cincinnati
  • Previous Series 6, 63 Securities Licenses
  • Previous Life & Health Insurance Licenses

Rob was raised in Wyoming Ohio as the middle sibling of five brothers. Rob can often be found frequenting coffee shops around Cincinnati or watching the Bengals win on a Sunday…hopefully. Rob is a committed member of his church where he often serves on the weekends. Feel free to also ask Rob about his large dogs that weigh more than most people do.