Robert J. Gordon, MBA, CFP®, CPPT®, CRPS®, brings to Investor Solutions almost 20 years of experience in the financial services industry and a skilled focus in 401(k) plan establishment, portfolio construction and financial planning for high net-worth clients and their families, small and medium-sized businesses and nonprofit organizations. His prior experience includes extensive work in comprehensive financial planning, trading energy securities for a major international oil company and working in economic development with the U.S. Peace Corps in Central America. He joined Investor Solutions in 2007.
Robert, a fluent Spanish speaker, has a Bachelor’s Degree in Economics from Dartmouth College and an MBA from the Darden Graduate School of Business Administration, University of Virginia. He is a CERTIFIED FINANCIAL PLANNING (CFP®) practitioner, Certified Public Pension Trustee (CPPT®) and a Chartered Retirement Plan Specialist (CRPS®). He has held FINRA Series 7, 63, and 65 licenses as well as an insurance license and mortgage broker license with the State of Florida.
Robert is a frequent contributor to publications such as Investopedia.com, Morningstar, Yahoo! Finance, The Daily Standard, and Investor Solutions’ own The Informed Investor newsletter, and has been interviewed regarding personal financial planning topics by Telemundo.
Rob is active with the community as a trustee of the Miami Springs Police & Fire Pension Fund; Board member of The SEED School of Miami; President & Founder of Robotics for All, Inc; Advisory Board member for Teach for America Miami-Dade.