Robert E. Szymanski

Robert E. Szymanski is celebrating his 34th year in the financial service industry. He is the founder of Szymanski Financial Group (LLC) and Georgia Financial Education Institute. As a Certified Financial Planner (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Life Underwriter (CLU®), Bob has attained the most advanced financial planning designations available. In addition, with his focus on pre-retirees and retirees, Bob has also earned the Chartered Retirement Planner Counselor (CRPC®) and the National Social Security Advisor (NSSA) designations. As a result, he is qualified to handle every aspect of his client’s retirement challenges, including to help protect their life savings, developing an effective income strategy and passing on a financial legacy. He currently holds the FINRA Series 65 and is licensed in Georgia Life, Accident & Sickness insurance. Bob also holds FINRA Series 7 and 63 securities licenses. He graduated from The Citadel with a BS in Business Administration and Sam Houston State University with an MBA. Bob lives in Suwanee, Ga. with his wife Pam.


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