Robert Finley (CFA, CFP®)

Robert Finley focuses in the
following client markets or areas of practice:

Corporate Executives

Divorce Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager in Chicago. Robert has been featured in Barron’s, CNBC, USA Today, US News, Money Magazine, MarketWatch, NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery. In addition to his professional certifications, Robert is also a member of American Mensa. He lives in Barrington, Illinois with his wife and two children.

NAPFA Start Date

August 05, 2016

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