Robert Upchurch Kohn, CFP®

Robert Upchurch Kohn, CFP®

LPL Registered Administrative Assistant, Investment Research and Planning Analyst

Rob Kohn has a deep knowledge of financial planning strategies and works with clients to help implement and maintain their plans. A Certified Financial Planner, Rob has mastered the art and science of financial planning. He's very analytical but also works hard to ensure clients’ plans are focused on what really matters in someone’s life. Rob enjoys running scenarios for clients and showing the “live” impact on financial plans. He often works with our clients' young adult children, who are his peers. 

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.