Robert L. Kaercher, CIMA

Rob holds the Certified Investment Management Analyst (CIMA) designation. He received his BS in Forest Resource Management from West Virginia University, and his Masters of Business Administration, with an emphasis in Finance, from Pennsylvania State University.

Rob has more than three decades of experience in the financial services industry and is a Member of the Investment Management Consultant Association. He works closely with business owners and professionals to understand their personal financial objectives and help build a plan to reach their goals.  Many of Rob’s client relationships have extended to the next generation. Rob is particularly adept at providing technical information and concepts in a simpler, practical way for our clients.

Rob lives with his wife and two Great Pyrenees in Alpharetta.   Away from work he enjoys spending time with his two sons, traveling, reading and trying to conquer the Big Green Egg.  Rob likes to give back to his community through various volunteer opportunities including  Habitat for Humanity and Family Promise with his church.

Related Resources

It may seem odd to be asked about doing estate planning for college students when they probably have few if
In our recent On the Horizon video, we highlighted and discussed a number of topics that we expected to impact
Markets bottomed in late March and, despite a few, short setbacks, spent most of the next three months recovering much
For the last few years, we’ve dedicated a portion of our quarterly Your Family's CFO Report to upcoming topics and
"Market reactions to elections are often much less - or different - than one might expect." In this video, Brad Swinsburg,