Robert Elzholz

Robert has more than 15 years of experience developing and customizing financial, estate and income planning solutions for a variety of clients, including private and public companies, Native American tribes, family-owned businesses, and individuals.

As a Wealth Management Principal in the firm’s Phoenix office, he is responsible for overseeing the firm’s financial services offerings in the Arizona market and providing local clients with the highest level of personal and attentive service.

In addition to being a CERTIFIED FINANCIAL PLANNER™, Robert is an Accredited Investment Fiduciary (AIF®), designated Chartered Retirement Planning Counselor (CRPC®) and an Accredited Asset Management Specialist (AAMS®). He is also Series 65 licensed.

Robert currently serves on the Board of the Western Pension & Benefits Council’s Phoenix Chapter and is a member of the Phoenix CFA Society.