Robert Faulkner, CIMA®, CRPC®

Robert Faulkner, CIMA®, CRPC®, has a diverse work experience spanning over several years. Robert currently holds the position of Financial Advisor, Principal, and CFO at WealthBridge Capital Management since August 2018. At WealthBridge, they focus on providing comprehensive financial management and retirement planning services to clients.

Prior to joining WealthBridge, Robert served as an Officer in the US Navy Reserves since July 2003. During their time in the Navy, they exhibited leadership skills and developed discipline.

From January 2009 until August 2018, Robert worked as a Financial Advisor at Morgan Stanley. Robert provided financial advice and investment strategies to clients, helping them achieve their financial goals.

Before joining Morgan Stanley, Robert held the position of Assistant VP - Senior Financial Advisor at Merrill Lynch from July 2001 to January 2009. This role allowed him to gain significant experience in providing personalized financial advice and building client relationships.

Robert's career began in the US Navy in May 1994, where they served as an Officer until June 2001. During this time, they developed strong organizational and problem-solving skills.

Throughout their career, Robert Faulkner has demonstrated a commitment to helping individuals with their financial goals and has built a reputation as a trusted advisor.

Robert Faulkner attended The University of Akron from 1999 to 2001, where they studied finance. Prior to that, they obtained a Bachelor of Science (BS) degree in Physics from the United States Naval Academy, where they attended from 1990 to 1994. Additionally, they have obtained the Chartered Retirement Planning Counselor™ certification from the College for Financial Planning in January 2005. Robert also holds the Certified Investment Management Analyst (CIMA) certification from the Investments & Wealth Institute. The specific month and year of obtaining the CIMA certification are not provided.