Robert Stoll (CFA, CFP®)

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

AUM

Corporate Executives

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

About Rob: Robert Stoll is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) serving the financial planning and investment needs of clients at Financial Design Studio, Inc ("FDS"). He has over two decades of experience in investment management, previously helping manage more than $20 billion of assets for pension funds, endowments, and other institutional investors.

Additional Information

My wife Glenda and I have four children ranging from age 24 to 11. Our oldest daughter recently married and our son is off to college for the 2018-2019 school year. Raising a family and giving each kid the attention they deserve isn’t easy but we are grateful to God to have kids that love Jesus and have servant’s hearts.

In our spare time, we enjoy serving in our local church and hosting friends and family at our home. Glenda is from Guatemala, so we take the opportunity each year to go down to visit friends and family and explore different parts of the country, which is beautiful with all the volcanoes and nature it has.

My passion outside of work is trying to become a decent cook, particularly smoking barbeque. I’m hoping to take my BBQ skills to the next level by competing in local competitions after taking 4th place in Beef Brisket in my first comp in 2015!