Robert J. Pulles, CFP®, AIF®

Robert has over 20 year of experience working business owner clients.  His expertise is in the qualified and non-qualified retirement planning market - executive benefits and exit planning strategies for the owner/shareholders. Additionally, individual financial planning, wealth and investment advice is provided to the owners and executives of the business clients Robert serves.

Robert believes that the key to any new client relationship whether it is corporate or personal is based on respect which is earned.  Always digging to understand the main goals and objectives, pain points and expectations is critical in the first step of any new client relationship and then going deep in the analysis process prior to making any final recommendations.  This process is no different with current clients since things are always changing. 

Robert lives in the Miami Lakes community where he is very active with community.  His passion is spending time with his wife and 3 children.  He is now also finding time to travel which is his second passion.  His goal is to travel to every major city in the world over the next 10 years.