Robert C. Burns Jr.

With a Bachelors of Finance from Bentley University, along with the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Chartered Life Underwriter and Chartered Financial Consultant designations from the American College, Rob provides a vast background of knowledge and expertise to help clients meet goals in the most effective and efficient way possible.  Rob excels in analyzing portfolios and understanding how a clients cash flow is a strong indicator of how investments should be managed.  With day to day client interactions and expertise in updating customized strategies as life’s “what-ifs” arise, Rob remains a strong advocate for your financial success. 

 

Rob’s experience helping clients throughout his lifetime has lead to a variety of awards including Baystate Financials’ Financial Planner of the Year, Leaders, Masters, and Chairman’s Conferences, along with his prized 2008 Rick Larson Memorial Award which recognized him for his involvement in the community. 

 

When Rob is not analyzing cash flows or investment portfolios he spends his time split between Rangeley, ME and Cuttyhunk, MA.  Rob lives in Exeter with his wife, Michelle and has three children, Anna, Jason and Clay.