Rob Chenier
Advocate for Business Owners Providing Financial Planning & Value Insights
- Role
- Senior Wealth Strategy Associate and Relationship Manager at UBS
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Rob Chenier
I began my career in financial services in 2006, initially driven by a passion for…
Experience
Senior Wealth Strategy Associate and Relationship Manager
Apr 2016 — Present
I look to understand your financial goals and then align those goals with your available resources through comprehensive financial planning. I seek to understand what clients are afraid of that may derail them from these goals and values, then to mitigate those risks.
Education
Pierce College
Associate’s Degree
College for Financial Planning
CFP® Certification Professional Education Program
University of Washington
Bachelor of Arts
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