Robert CharronCFP®, FMA, CIM®

Wealth Advisor

As Regional Vice President and a Wealth Advisor, Rob enjoys introducing Advisors to IPC and helping his clients reach their financial goals. He strives to deliver a consistent approach to investing, allowing for a more intimate knowledge of solutions and dependable advice that his clients can rely on. Rob has invested a great deal of time on education having completed the PFP Professional Financial Planning course,

CFP® Certified Financial Planner, CDFA Certified Divorce Financial Analyst, the FMA Financial Management Advisor, and the CIM Chartered Investment Manager designation, in order to fully understand the solutions best suited to his clients and available to fellow Advisors. Rob sincerely shows that he really cares about his clients and their future.
Insurance products available through Robert Charron