Investor Solutions’ Robert Gordon Awarded Chartered Retirement Plans Specialist Designation

Investor Solutions senior financial advisor Robert Gordon was recently awarded the designation of Chartered Retirement Plans Specialist.
 
 
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Tags:
Investment
Wealth Management
Financial Advisor
Investment Management
Retirement Planning

Industry:
Finance

Location:
Coconut Grove - Florida - US

Jan. 19, 2012 - PRLog -- Investor Solutions, an independent, investment management firm devoted to client’s long-term best interests and individual needs, today announced that Robert Gordon, senior financial advisor, has been designated a Chartered Retirement Plans Specialist.

The CRPS® designation is awarded by The College for Financial Planning and graduates must complete an independent study course that provides a foundation for giving retirement planning advice to corporations and small businesses. The course covers key issues involved in all phases of establishing retirement plans within businesses.

In addition to his excellent education and hard-earned industry specialist designations, Rob has more than 15 years of direct experience and has a skilled focus in retirement plan establishment, portfolio construction and financial planning for high net-worth clients and their families, small and medium-sized businesses and not-for-profit organizations.  His prior experience includes extensive work in comprehensive financial planning, trading energy securities for a major international oil company and working in economic development with the U.S. Peace Corps in Central America.

Rob is active within the community and is involved as Chairman of the Miami Springs Education Advisory Board, an Advisory Board Member with Teach for America- Miami Dade, Scholarship Committee Chairperson for the 100 Black Men of South Florida, Inc.,  the President of the Darden Club of South Florida  and a member of the Estate Planning Council of Miami.

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About Investor Solutions
Investor Solutions, Inc. is an independent, fee-only fiduciary investment management firm located in Coconut Grove, Fla. Specializing as wealth managers and financial advisors, the firm provides innovative investment solutions to help individuals plan for a comfortable retirement. Investor Solutions is a pioneer in the application of modern financial theory, passive-only investment strategies and the use of technology to lower investment costs. For more information, contact 800-508-8500 to speak a qualified investment advisor or visit www.investorsolutions.com.
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Source:Josh Merkin
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