Lance Robert

Lance Robert CFP® is the Managing Director at TRG Private Wealth, where they lead a firm that blends traditional financial wisdom with modern investment strategies, including digital assets. They held the title of Managing Director and worked as a Financial Advisor at The Robert Group in 2012, focusing on retirement planning, estate planning, and personal financial planning. From 2020 to present, they are the Key Individual for Long-Term Insurance and Health Service Benefits at Bloom Financial Services, assisting with management and oversight of representatives and mentoring under supervision. They earned a Post Graduate Diploma in Financial Planning Law, Financial Planning and Services from the University of the Free State in 2012, and completed Matric at Maritzburg College (1993–1997).