Be Aware of your Blindside
Rob Legenhausen
FINANCIAL ADVISOR CLU®, CPFA®
Rob Legenhausen is an Orlando, Florida-based financial advisor. With over 20 years of experience in the financial industry, Rob has built a reputation as a knowledgeable and trusted advisor to his clients. In this blog post, we will explore Rob's credentials, abilities, and how he may assist you in achieving your financial objectives.
Qualifications and Expertise
Rob possesses numerous credentials that reflect his financial business skills. He holds the designations of Certified Plan Fiduciary Advisor (CPFA®) and Chartered Life Underwriter (CLU®). These qualifications necessitate extensive study and training, as well as ongoing professional development, to ensure that advisers are current on the latest industry trends and best practices.
In addition to his qualifications, Rob has a wealth of experience in the financial industry. He has worked with clients at various life stages and financial situations, from young professionals just starting to build their wealth to retirees looking to preserve and grow their savings. Rob has also collaborated with business owners and executives to design individualized financial plans that address their unique objectives and obstacles.
Services Provided
Rob provides his clients with a variety of financial planning services. Included under these services are retirement planning, estate planning, tax planning, and investment management. Rob offers a holistic approach to financial planning, taking into account all aspects of a client's financial status in order to design a strategy that corresponds with their objectives.
Rob is also committed to continued customer education and communication. He believes it is essential to keep clients apprised of their investments and financial plan, as well as to answer any questions they may have along the route. Rob's objective is to establish long-term connections with his customers and assist them in achieving their financial objectives, regardless of their life stage.
If you're looking for a knowledgeable and experienced financial advisor in the Orlando area, Rob Legenhausen is an excellent choice. Rob can assist you in achieving your financial objectives and securing your future with his significant credentials, experience, and dedication to customer service. Rob can work with you to design a complete financial strategy that aligns with your specific objectives and difficulties, whether you're just starting out in your career or reaching retirement.
Disclosure: Raymond James and its advisors do not offer tax advice.
Meet Your Advisor
Rob Legenhausen, a seasoned financial advisor at Raymond James, leverages his unique experience as a former college football offensive lineman to protect and advance his clients' financial interests with a strong defensive strategy. His approach emphasizes foundational financial planning, team coordination among various advisors, and a focus on high-quality, dividend-paying investments, as detailed in his book "The Dividend Lifestyle."
Meet Katrina Hopkins
Katrina Hopkins M.Ed.
From her experience in the classroom, she brings impeccable communication, management, and organizational skills to our team. While she enjoys the administrative parts of her position, she excels at relationship building and truly enjoys interacting with our clients daily.
In her free time, Katrina enjoys traveling and going to the beach, but most of all, spending time with friends and family! She lives in Lake Mary with her husband Anthony and two sons; Ryan, who is 8, and Alex, who is 3 years old.