Robert L. Chess,  CFP<sup>&reg;</sup> - Financial Advisor

Robert L. Chess, CFP®

CFS, CSA, RFC

President

Estate Solution Planners Inc.

8331 Edinboro Rd, Ste 1
Erie, PA 16509-1316
(888) 686-0984
(814) 864-0984

General

Robert Chess is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Estate Solution Planners Inc. in Erie, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 26, 62, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CFS, RFC

Insurance Licenses

  • Life insurance: OH, WV, PA
  • Health/disability insurance: PA, OH, WV
  • Fixed annuities: PA, OH, WV
  • Variable annuities: WV, OH, PA,VA, FL, CA,WA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Estate Planning, Investment Management, Mutual Funds, Retirement, Stocks & Bonds, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources