Society of Financial Service Professionals
Robert Dowd, MSTFP, CFP®, EA, CSLP®, currently serves as a Financial Planner at Bullogic Wealth Management, where responsibilities include assisting clients in organizing their financial situations and setting personalized priorities. With experience as an Associate Editor for the Journal of Financial Service Professionals, Robert has reviewed numerous financial articles since December 2019. Previous roles include Senior Planner at TGS Financial Advisors and Financial Planning Associate at Hoover Financial Advisors, where client engagement and customized financial planning were key focuses. Early career experience includes research and tax roles, supported by a Master’s Degree in Taxation and Financial Planning and a Bachelor’s Degree in Accounting and Finance from Widener University.
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Society of Financial Service Professionals
The Society of Financial Service Professionals, known as FSP, is a nationwide professional association that has spent more than 95 years delivering on its mission of empowering advisors to provide the highest level of client service possible. The hallmarks of FSP include cutting-edge education, opportunities for collaboration, and a strong commitment to ethical behavior. As part of its long and accomplished history, FSP has been instrumental in elevating the financial services profession across all disciplines. Always a forward-thinking association, FSP has maintained relevance by not just meeting but anticipating the needs of advisors and proactively addressing them. Recognized by many as the premier source of high-caliber educational resources for financial advisors, FSP provides timely content of value, with offerings covering a wide variety of specialties at all levels of proficiency. With FSP, advisors have a unique partner that takes a holistic approach to helping them grow in both technical and practical expertise. Working with recognized authorities in their respective disciplines, FSP delivers top-tier content with practical and immediate applicability. Committed to maintaining its long-standing tradition of educational excellence, FSP is constantly moving forward to provide the latest in technical programming while also serving as a source of practical tools and training that will help advisors drive revenue and grow their practice.