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

  1. Senior Wealth Strategy Associate and Relationship Manager

    UBS

    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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Rob Chenier — Senior Wealth Strategy Associate and Relationship Manager at UBS in Seattle, WA, US | Unifers