Robert P. Finley,  CFP<sup>&reg;</sup> - Financial Advisor

Robert P. Finley, CFP®

CFA,

Virtue Asset Management

18-5 East Dundee, Suite 200
Barrington, IL 60010

Virtue Asset Management

155 N. Wacker, Suite 4250
Chicago, IL 60606
FINANCIAL ADVISOR'S WEBSITE
(847) 892-7145 CONNECT WITH Robert
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General

Robert Finley is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Virtue Asset Management in Barrington, IL and the surrounding communities.

Financial Advisor Overview

Virtue Asset Management is a fee-only independent investment advisor serving the greater Chicago area and helping institutions and high net worth individuals across the country. You have a different set of needs and a different risk/reward tolerance. At Virtue Asset Management, you will receive personalized, customized solutions tailored to your needs—not prepackaged, inflexible, one-size-fits-all options. As part of our investment process we provide initial and continuing financial planning. We believe financial planning is essential to the client experience. It helps us establish the goals of your wealth and combine it with the appropriate risk tolerance level. To identify the proper goals, we look at the complete financial picture, set goals, create a path to follow and then hold ongoing discussions to stay on point. Our tools allow us to customize and make dynamic changes during our meetings to your financial plan. The result gives us a path to follow and a guide to review throughout our relationship.

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Financial Advisor Experience

Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager. Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert moved to TIAA-CREF's Trust department as a Senior Portfolio Manager. He launched Virtue Asset Management, an independent asset management company, in 2016. In addition to his professional certifications, Robert is also a member of American Mensa. He lives in Barrington, Illinois with his wife and two children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households

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