Robert Cowin, CFP®

For over fifteen years, Bob has helped individuals achieve their financial goals. He focuses on wealth accumulation and distribution planning in retirement, life insurance, long term care insurance, and estate preservation. He graduated from the United States Naval Academy and served as an Officer in the US Marine Corp, before growing a small business into a nationwide company. He capitalizes on that experience by helping business clients with their investments and insurance needs. Bob holds his Series 6, 7, and 63 Securities licenses, along with Minnesota Life, Accident and Health, and Long Term Care licenses. He has also earned his CFP® designation.