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OUR TEAM

SZYMANSKI FINANCIAL GROUP | ABOUT US

Meet The Team

The team behind Szymanski Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Robert Szymanski

FINANCIAL PROFESSIONAL

Bob helps individuals and families work toward their retirement dreams, offering comprehensive, holistic strategies designed to help them reach their financial goals in retirement — from helping to protect their life savings to developing effective income strategies and passing on financial legacies.

 

Bob has served clients for nearly 40 years — since his start in the financial services industry in 1981. He founded Szymanski Financial Group in 2014 and is a founder of the Georgia Financial Education Institute, through which he works to ensure that retirees and pre-retirees thoroughly understand their options.

 

Bob has passed the Series 65 securities exam and holds life, health and long-term care insurance licenses in Georgia. He holds the Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Retirement Planner Counselor (CRPC®) and National Social Security Advisor designations. In addition, Bob has achieved The Master Planner Advanced Studies (MPAS®) designation.

 

Bob graduated from The Citadel with a Bachelor of Science in Business Administration, Sam Houston State University with an MBA, and the College for Financial Planning with a Master of Science in Personal Financial Planning. He is a veteran of the U.S. Navy.

 

Bob and his wife, Pam, live in Suwanee, Georgia. They have a son, Scott.

The Next Step?

READY TO TAKE

For more information about any of our products and services, schedule a meeting today!.

📞 Or give us a call at 678.775.6748.