Robert Kline

Robert Kline, CFP®, CPFA®, has over three decades of experience in financial planning. Currently serving as a Certified Financial Planner (TM) at NFP, an Aon company since March 2010, Robert specializes in comprehensive financial planning, focusing on investments, life insurance, long-term care insurance, and annuities with an emphasis on fiduciary money management. Prior to this role, Robert held the position of Certified Financial Planner (TM) at Dan Ross Financial Services from April 1995 to February 2010, where responsibilities included financial planning and serving as Registered Principal for a branch office of Cadaret, Grant & Co., Inc. Robert holds an MBA in Human Resources Management from Binghamton University School of Management, completed between 1987 and 1990.