Robert Engleman
Serratelli Financial Group A financial advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor at Ameriprise Financial Services, LLC
- Location
- Pottsville, PA, US
- LinkedIn followers
- 500 followers
About Robert Engleman
Money decisions are deeply personal — and often overwhelming.With a background as a physician and a Master of Science in Personal Financial Planning, I combine empathy and advanced financial training to help successful people simplify complex planning, protect what matters most, and build a confident future.What I Bring to the Table• Simplifying complex planning: With a Master of Science in Personal Financial Planning, I have the training and tools to handle advanced strategies — making it easier for you to build wealth and accomplish your goals.• Who I work with: Professionals, executives, business owners, and families who value advice — often preparing for retirement, already retired, planning for family goals, or navigating a major life transition.• Why clients choose me: Accredited Wealth Management Advisor℠ (AWMA®) designation, strong community leadership, and the licenses, education, and training to use a wide range of financial tools — from stocks and bonds to mutual funds, ETFs, and insurance/risk management strategies to protect what matters most.Community-Focused ApproachRaised in Schuylkill County, I continue to serve locally through Rotary, the Shriners, and my church. These commitments reflect my belief that financial advising is about more than portfolios — it’s about supporting the people and communities we care about.Please visit for important rules and disclosures about how you and I can interact on social media.
Experience
Financial Advisor
Ameriprise Financial Services, LLC
Mar 2026 — Present · Bethlehem, PA, US
Education
College for Financial Planning
Master of Science (MS), Personal Financial Planning
2023 — 2023
Drexel University College of Medicine
MD, Medicine
2004 — 2004
Pottsville Area High School
Diploma
1996 — 1996
Lehigh University
BS, Molecular Biology
2000 — 2000
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