Robert Rodgers, CFP®, CDFA®, is a Director and Financial Advisor at Baird, specializing in comprehensive financial planning to help clients achieve their investment, retirement, tax, and estate planning goals. Previously, Robert worked as a Senior Financial Planner at Hefren-Tillotson, where they developed personalized financial plans for clients using the firm's MASTERPLAN approach. They graduated Magna Cum Laude from Allegheny College with a Bachelor of Arts Degree in Managerial Economics. A native of Pittsburgh, Robert resides in Sewickley and is actively involved in the community, serving on the board of Fund it Forward, which supports families with special needs children.
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