With nearly 30 years in the securities industry, RK specializes in supporting unique communities:

• Individuals and families with special needs: Having volunteered with relevant organizations and witnessed firsthand the challenges faced, Robert brings both empathy and expertise to navigating sensitive financial planning for loved ones with disabilities.

• LGBTQ+ families and individuals: Robert assists couples and individuals in aligning their financial goals and dreams through domestic partner planning specifically tailored to their needs.

• Non-profit organizations and businesses: Robert leverages his experience to equip non-profits and businesses with the tools and strategies they need to thrive, from growth and establishment to successful exits.

 

Tailored Solutions, Collaborative Approach:

Robert believes in creating comprehensive, written plans tailored to each client's unique goals and circumstances. He fosters a collaborative approach to empower clients in achieving their financial aspirations.