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Robert achieves CFP® certification

We are proud to announce that Robert has recently passed the CFP® exam and is now a CERTIFIED FINANCIAL PLANNER™. Robert has been completing coursework and studying for over 3 years before passing the exam last month.

With this accomplishment comes a strict adherence to fiduciary duty for Robert, as well as proven competence and credibility for his financial planning ability. After 9 years in the industry, this designation builds on his past experience and augments Robert’s commitment to clients. He now joins the other Blue Summit advisors Allen and Judith as CFP® professionals. We are honored to provide the highest quality of financial planning and fiduciary responsibility to all of our current and future clients.


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