Broker Check

Our Firm

Sechrist Financial Services

Robert J. Sechrist, CFP®, CRPS®, MBA, CLTC has played a role in helping clients, including individuals and businesses, establish and work towards their financial goals.

Listening to his clients’ goals and gathering pertinent financial data is the first step in the financial management process. Bob’s technical background (B.S. Electrical Engineering and M.B.A.) and analytical skills enable him to show his clients what their real choices are, point out pitfalls and trade-offs and help them make financial decisions that may be in their best interests.

As an Independent CERTIFIED FINANCIAL PLANNER Professional and Investment Advisor Representative, he helps implement those decisions efficiently and economically with unbiased product selection. In short, he represents no organization’s interests other than those of his clients. Developing a tailored financial plan and monitoring all aspects of that plan with periodic reviews are essential in helping clients work towards their goals.

In other words, Bob helps save clients’ time, money and mistakes.

Initial consultations are at no-obligation.