Robert Wright, MS, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional who currently serves as a Sr. Manager Wealth Advisor for Charles Schwab and as a professor at the College for Financial Planning. They founded Advocacy Wealth Management in 2007, focusing on custom financial planning that emphasizes liquidity, cash flows, and capital preservation. Previously, Robert has held various roles including Financial Advisor at Advocacy Wealth Management, Financial Consultant at E*TRADE, and Relationship Manager at Fidelity Investments. They earned a Bachelor's degree in Economics from the University of Utah and a Master's degree in Personal Financial Planning from Kansas State University, where they achieved a 4.0 GPA.
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