ROBERT SMITH, CFP, , MBA

Robert C. Smith, CFP®, MBA

Wealth Manager

Rob is a financial advisor and fee-only financial planner for Covenant Wealth Advisors. He has over 20 years of experience in the financial services industry and joined Covenant Wealth Advisors as a financial planning associate in 2005.

 

He is a CERTIFIED FINANCIAL PLANNER™ (CFP) and has provided portfolio analysis, financial plans and investment advice for several hundred clients in the Williamsburg, VA and Richmond, VA area. 

 

Previously, Rob helped establish a new branch office for Charles Schwab and Co. and was recognized as the top representative for over four years. 

 

Rob earned the MBA degree from the College of William and Mary.  He was inducted into the Beta Gamma Sigma collegiate business honor society in recognition of high scholastic achievement.

 

Rob earned his BS degree from the U.S. Naval Academy and is an active member of the Central Virginia Financial Planning Association (FPA). 

 

Rob is also a member of the Williamsburg Community Chapel where he serves as an elder.

Call (888) 320-7400 or click to get in touch.

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018