Robert Clements | ChFC®, AIF®
Role and Expertise
With over 20 years of experience in the financial services industry, Bob brings an authentic and trust based approach to provide clients with sophisticated wealth management solutions and customized financial, business succession and trust and estate planning services.
Working with families, individuals and businesses, Bob and his team collaborate with existing trusted advisors and family members to understand their clients’ current financial plans, and offer guidance designed to sustain and maximize long term wealth.
Understanding that each client is unique with different backgrounds and goals, Bob tailors a strategic plan suited specifically for their needs and objectives by utilizing sophisticated technology combined with in-depth independent research and analysis. The outcome is an integrated, comprehensive approach to asset management and wealth planning.
Bob began his career as an options trader on the Philadelphia Stock Exchange and then went on to work in the financial services industry for distinguished firms throughout the Philadelphia area. He obtained his Chartered Financial Consultant® (ChFC®) designation in 2011 and his Accredited Investment Fiduciary® (AIF®) Designation in 2015. He graduated from LaSalle College High School in 1994 and received a degree in Economics and Business Administration from Ursinus College in 1998. Bob is a dedicated supporter of Turning Points for Children, a Philadelphia non-profit focused on providing direct resources and care to families and communities across the Philadelphia region, where he served as 1st Vice President of the Board and as Chairperson for their annual gala.
In his time away from FRS, Bob and his wife, Casey, are busy raising three energetic boys: Thomas, Peter and Jack.
Chartered Financial Consultant®
Accredited Investment Fiduciary®