Why I Became A Financial Advisor

Why I Became A Financial Advisor

January 07, 2021

For many of us, we grow up learning what we are good at and what we enjoy doing with our time. If we’re lucky, our skills and passions line up and we have the privilege of having a fulfilling career. That’s exactly how I found my way into the financial industry. I have always had a mind for numbers, and I love working with people to help them make meaningful and impactful financial decisions.

Building My Career

With the end in mind, I graduated from Michigan State University, earned the CERTIFIED FINANCIAL PLANNER® / CFP® certification and Chartered Financial Consultant® (ChFC®) designation, and started working as a financial advisor. The more knowledge and experience I gained, the more I honed my vision for how I wanted to serve my clients and what I wanted my career to look like. In 2002, I got the opportunity to make that vision a reality. 

Today, more than 15 years into my career, I am senior partner, financial planner, investment advisor, and co-owner of Center for Wealth Management, an independent wealth management company based in Troy, MI. I spend my days working one-on-one with my clients, offering personalized service and advice that benefits their lives and addresses their unique financial situations and needs. I specialize in working with DTE Energy employees, helping them navigate the benefits available to them so they can have as secure a financial future as possible. 

The Best Part

There really isn’t much I don’t like about my job—except that there’s not enough time in the day to help more people! There’s nothing more fulfilling than problem-solving and finding solutions for my clients’ concerns. It’s always a good day when I can celebrate a goal achieved or a milestone reached with one of my clients, like finding a solution to save thousands of dollars on their taxes or getting them to their goals sooner than they thought possible. I come to work every day motivated to exceed my clients’ expectations and help them experience more financial confidence.

Take The Next Step

I am always open to meet new people and see how I may be able to help. Whether you’ve already started planning for the future or have yet to put strategies in place, I encourage you to reach out to me today for a no-obligation conversation to see if we’d be a good fit for each other. Call (248) 220-4321or email robert@cwmfinancial.net to get started. 

About Rob

Robert Moore is senior partner, financial planner, investment advisor, and co-owner of Center for Wealth Management, an independent wealth management company based in Troy, MI. With more than 15 years of experience, Rob provides customized advice and solutions that are in the clients’ best interest. He strives to always go above and beyond his clients’ expectations, helping them retire with more security than they had before, and invest their time and energy in what’s most important to them. Rob specializes in working with DTE Energy employees, helping them maximize their benefits so they can reduce taxes, prepare for retirement, and protect their families through a comprehensive planning process. Rob graduated from Michigan State University and holds the CERTIFIED FINANCIAL PLANNER® / CFP® certification and Chartered Financial Consultant® (ChFC®) designation.  

Rob is known as a diehard family man who enjoys spending time with his beautiful wife, Jill, his daughter, Brookelyn, and his son, Brayden. When he’s not working, you can find him playing basketball once a week, squeezing in a round of golf, and watching college football and basketball with friends and family. He is passionate about enriching the lives of others through his church involvement and service at a community addiction program. Learn more about Rob by connecting with him on LinkedIn.

Robert Moore is neither endorsed by nor affiliated with DTE Energy.