Robert Gardner, CEPA, CFEd joined the financial services industry in 2000. Prior to joining the Financial Services industry Robert was a successful business owner. His previous experience helped shape his passion for working with business owners to help them fully understand the importance of several key planning areas that often are overlooked. Robert then helps those owners implement the appropriate strategy(ies) to meet their goals.
Robert provides comprehensive exit/succession planning, key employee retention, employee benefits, executive benefits, and legacy planning services. He uses a discovery process to identify financial goals and objectives to analyze the information and evaluate options available to his clients in order to deliver customized solutions.
Robert received his Bachelor of Business Administration degree from the University of Texas, Austin. He has earned his Certified Exit Planning Advisor designation (CEPA), Certified Financial Educator designation (CFEd®), and his Life Underwriting Training Council Fellow (LUTCF).
Robert is associated with Gardner Wallace Financial Solutions Group and he serves as Chairman of the Board for the Texas Consilium. As a non-profit organization, the Texas Consilium is uniquely equipped to assist Texas businesses with improvements in efficiency, productivity and profitability.
LICENSES AND CERTIFICATIONS
- Certified Exit Planning Advisor (CEPA)
- CFE Certified Financial Educator (CFEd®)
- General Lines — Life, Accident & Health
MEMBERSHIPS / COMMUNITY / AWARDS
- NAIFA, Dallas — National Association of Insurance and Financial Advisors
- TAIFA — Texas Association of Insurance and Financial Advisors
- MDRT — Million Dollar Round Table
- President's Club Member