Broker Check

Our Qualifications

Sechrist Financial Services
Robert J. Sechrist is a CERTIFIED FINANCIAL PLANNER Professional

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 for the past fifteen years.

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 (stocks, bonds, mutual funds, tax-advantaged investments, annuities, insurance and company retirement plan providers). 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 strive to save clients’ time, money and mistakes.
Initial consultations are at no-obligation.

Bob's professional memberships include the Financial Planning Association and Financial Services Institute.

He regularly presents seminars and writes articles on various financial topics (retirement and investment planning, business planning, alternatives in company retirement plans, potential need for long-term care insurance, etc.)