Robert M. Freeman, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Robert M. Freeman, Jr. CFP®

CHfC

Manager & Personal Financial Planner

Morse Capital Partners

8814 Fargo Road, Suite 100
Richmond, VA 23229
FINANCIAL ADVISOR'S WEBSITE
(804) 888-7774

General

Robert Freeman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morse Capital Partners in Richmond, VA and the surrounding communities.

Financial Advisor Overview

In addition to financial planning, I am also a portfolio manager. We seek risk adjusted returns and actively manage portfolios with a combination of ETFs and mutual funds to help reduce risk based on technical and fundamental considerations. We do not try to time the markets, but rather tilt portfolios based on opportunities and risks that we see in the markets.

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Financial Advisor Experience

I have been helping people reach their financial goals for over 20 years. Due to the fact that I have less than 50 clients, I am always available to answer questions.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Retirement, Sudden Wealth

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Helpful Financial Planning Resources