Robert Wermuth

About Robert Wermuth

Rob began his career in the financial services industry in 1987. He and his team specialize in helping complicated families organize their affairs, document their goals, and identify and analyze strategies that will help them reach those goals more effectively. By proactive involvement of the client’s other key advisors, Rob is able to assist the client to more easily manage their financial affairs globally. This team driven and planning focused philosophy provides the client the education, confidence and peripheral vision necessary to make impactful decisions for their family and community. One deliverable clients value most from Rob and his team is the Financial Review which is a single source document outlining wills, trusts, shareholders agreements, personal, retirement and college funding assets, insurances, employee benefits, cash flow and short and long-term financial goals.Rob has earned a Bachelor of Science degree in Accounting from the Pennsylvania State University. He holds the Chartered Financial Consultant® and Chartered Life Underwriter® professional designations.Rob and his wife Janie and their two daughters live in West Chester, Pennsylvania. The Wermuth family, partners and staff of Legacy Planning Partners are extremely active with The Delaware Valley Children’s Charity. The non-profit group assists children and families in need throughout the Delaware Valley and was co-founded by Janie Wermuth in 1991.Securities and advisory services through Commonwealth Financial Network®, Member a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Legacy Planning is owned by HUB International. HUB and Commonwealth are separate and unrelated entitiesLegacy Planning, A HUB International Company, 228 West Gay Street, West Chester, PA 19380; 61••••••00The Financial Advisors associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s BrokerCheck for a list of current registrations.Review our Terms of Use:

Experience

1. Senior Partner

   Legacy Planning, A Hub International Company

   Jan 2004 — Present

Education

• Penn State University

  Accounting