Robert Kohn, CFP®, RICP
LPL Registered Administrative Assistant, Investment Research and Planning Analyst
Rob Kohn has a deep knowledge of financial planning strategies and assists our advisors with their clients to help implement and maintain their plans. Rob has educated himself in the art and science of financial planning through earning the Certified Financial Planner certificate. He's very analytical but also works hard to ensure clients’ plans are focused on what really matters in someone’s life. Rob enjoys assisting our advisors with running scenarios for clients and showing the “live” impact on financial plans.
Having lived in Georgia, Japan and Northern Virginia as a kid, Rob, his wife and rescue dog now call Richmond, VA home. He is a graduate of Old Dominion University but is a big University of Georgia "Dawgs" sports fan. He enjoys playing kickball, golf and a whole host of team sports.