Meet Robert Wooden

Robert is a personal financial advisor who works with a range of clients, from young professionals to older adults preparing to enter retirement. Irrespective of your stage of life, a holistic approach to financial planning, encompassing wealth preservation and accumulation, debt elimination, financial analysis, and legacy planning is essential. Robert strives to be a dedicated and professional advisor to his clients where he focuses on their financial needs, goals, and aspirations. His motto is: “Be Prepared, if not, get prepared!” as well as “A second set of eyes on your retirement is worth a Mint.”

Robert has worked in various capacities, including: precious metal commodities broker, financial specialist with Nationwide, and three years in Switzerland in the financial industry. Robert earned a bachelor’s degree in Health Systems with a minor in Finance from the University of Connecticut.

Have Questions? Let's Talk!

Robert Wooden
Senior Consultant
10130 Mallard Creek Rd. Suite 300
Charlotte, NC 28262
[email protected]