Robert J. Walczak, CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Walczak, CFP®

AIF®

835.29 Miles

Granite Oak Private Wealth

840 Crescent Center Dr Suite 600
Franklin, TN 37067
+ 1 More Location

Granite Oak Private Wealth

1C Commons Drive #17
Londonderry, NH 03053
FINANCIAL ADVISOR'S WEBSITE
(615) 798-0220
+1 More Number
(603) 894-4554
CONNECT WITH Robert
  • linkedin link

General

Robert Walczak is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Granite Oak Private Wealth in Franklin, TN and the surrounding communities.

Financial Advisor Overview

At Granite Oak Private Wealth, our mission is simple yet powerful: We strive to provide peace of mind. We believe true wealth is not measured only by numbers, but by living a life that feels right for you. Too often, people get caught in the endless pursuit of “more” without ever defining enough. We help you discover what “enough” means for you – personally, financially, and for your family – so you can live with confidence and clarity. We are a family-owned, generational wealth advisory firm built on honesty, sincerity, and integrity. Our approach is far from corporate, truly authentic, and deeply personal. We are your Family Office – your personal CFO – managing all aspects of your financial life so you can focus on living it. Whether you’re planning for retirement, preserving generational wealth, or building a philanthropic legacy, we’ll be here every step of the way.

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Financial Advisor Experience

Granite Oak Private Wealth is pleased to announce that Robert has been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State list for 2024. This is the seventh time Robert has been recognized by Forbes after being named to previous Wealth Advisor lists from 2018 to 2023. This year’s list features 1,621 top professionals selected from 45,996 nominations and Robert is 1 of only 4 advisors named in New Hampshire. We are honored to have been named to this prestigious list—a recognition that speaks to our firm’s commitment to excellence. We love what we do and everything we do is designed with your very best interests in mind. We appreciate you choosing us to help you plan and manage your financial life, and we will continue to work hard every day to reaffirm that you made the right choice.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Securities offered through Arkadios Capital, member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Granite Oak Private Wealth and Arkadios are not affiliated through any ownership.
FINRA BrokerCheck

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Long-term Care, Tangible Assets, Succession Planning, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources