Robert S. Rothe,  CFP<sup>&reg;</sup> - Financial Advisor

Robert S. Rothe, CFP®

President

Wealth Management Group, LLC

700 Central Expy South, Suite 320
Allen, TX 75013
FINANCIAL ADVISOR'S WEBSITE
(214) 644-2564

General

Robert Rothe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealth Management Group, LLC in Allen, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Asset Allocation, Investment Management, Retirement, Stocks & Bonds

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