Robert Harlan
CFP®
Executive Wealth Manager
Robert Harlan is an Executive Wealth Manager with Genesis Wealth Management and a CERTIFIED FINANCIAL PLANNER™. Robert holds FINRA Series 7, 63 and 65 registrations through LPL Financial, as well as life and health insurance licenses.
Robert makes it his
- Investment Planning
- Risk Management Planning
- Education Planning
- Retirement Planning
- Estate Planning
Joining Genesis Wealth Management after over 15 years in the financial services industry, Robert specializes in assisting high net worth members with retirement planning, estate planning advice, risk management and investment strategies.
A Texas native, Robert earned a bachelor's degree in mechanical engineering from Texas A&M University in College Station. He enjoys reading and spending time with his wife and daughters.