Robert  Wilgos,  CFP<sup>&reg;</sup> - Financial Advisor

Robert Wilgos, CFP®

Summit Financial Advisors, LLC

12 Penns Trail, Suite 351
Newtown, PA 18940

Summit Financial Advisors, LLC

196 West Ashland Street, 1st Floor
Doylestown, PA 18901

Summit Financial Advisors, LLC

1500 Market Street, 12th Floor, East Tower
Philadelphia, PA 19102
FINANCIAL ADVISOR'S WEBSITE
(215) 750-0219
(215) 579-1005

General

Robert Wilgos is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Financial Advisors, LLC in Newtown, PA and the surrounding communities.

Financial Advisor Overview

Summit Financial Advisors, LLC grew out of our commitment to provide the quality of financial advice which was simply not available to middle income families. It is a financial and business planning firm focused on middle class individuals, families and business owners who are concerned about their financial future. We provide the peace of mind that comes with the confidence of knowing you will meet your financial obligations and have the resources to achieve your life's dreams.

Summit Financial Advisors, LLC, a Fee-Only financial planning and Pennsylvania-Registered Investment Advisory firm is located in Newtown Pennsylvania, with offices in Doylestown PA and Center City Philadelphia. The firm provides accessible fee-only financial planning and advice ti individuals, families, and small business owners on a retainer, project or hourly, as needed basis.

As a Fee-Only firm, Summit Financial Advisors, LLC accepts no commissions and sells no products. Because we are compensated solely by our clients, all third-party influences (which could affect the guidance provided) are eliminated. This structure gives us the freedom to be completely objective in client recommendations.

If you are in need of a Comprehensive Financial Plan....or just an independent second opinion on a single issue, Summit Financial offers professional advice to give you the peace of mind which comes from being assured of financial security.

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Financial Advisor Experience

Bob Wilgos, MBA, CFP® has been associated with the financial services industry for much of his professional career. He earned an MBA in Finance as a graduate of the Simon School of Business at the University of Rochester. In addition, he earned the right to use the CFP® mark of distinction from the CFP Board of Standards in 1995. His undergraduate education is from the University of Buffalo where he was awarded a BS in Electronics Engineering.

Bob has extensive experience as a Senior Financial Executive ranging from financial forecasting and budgeting to program development in commercial asset-based lending and equipment leasing. Most recently he was an Associate Vice President with GE Capital, in a joint venture where he developed and managed financial relationships with small business owners in the Security Alarm Industry. Prior to that, he helped establish a financial services company providing financing to entrepreneurs, until the company was acquired by GE. Earlier in his career, he was a small ticket leasing executive with Advanta Corp. in New Jersey and a financial manager with Eastman Kodak in Rochester NY.

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Bob is a member of the FPA, and NAPFA, the largest association of Fee-Only professionals dedicated to championing the financial planning process. In addition, he is a member of The Garrett Planning Network, Inc., the nation’s premier organization for hourly, as-needed planners. He is committed to his Fiduciary role as a trusted Financial Advisor.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Government & Military, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Men's Finances, Women's Finances

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Helpful Financial Planning Resources