Robert Rob E. Copeland
Fiduciary • Fee Only • Adviser at Professional Financial Solutions
- Role
- Financial Adviser at Professional Financial Solutions, Llc
- Location
- Fairfax, VA, US
- LinkedIn followers
- 500 followers
About Robert Rob E. Copeland
Rob serves as a financial adviser for Professional Financial Solutions, LLC. He completed the CFP® Professional Education Program through the College for Financial Planning® and passed the CFP® exam in July 2013.A native of Northern Virginia, he received a bachelor’s degree in finance from James Madison University in Prior to joining PFS in October 2018, he worked as a wealth manager for a national financial services company that served the military community, in addition to holding various positions at other independent advisory firms.Rob is married and has three children. He enjoys running occasionally, enough to fund raise for some great charitable causes, playing golf every once in awhile at some great courses and hopefully many more Donald Ross designed ones, family travel to New England, and reading human interest stories about perseverance.
Experience
Financial Adviser
Professional Financial Solutions, Llc
Oct 2018 — Present · Fairfax, VA, US
Professional Financial Solutions, LLC (PFS) is an SEC-registered investment advisor that was established in 1997 and is based in Fairfax, Virginia. We provide individuals, families, and small business owners with financial planning and investment management services to help them accomplish their financial goals and reduce some of the stress of everyday life.
Education
College for Financial Planning
Certificate
Indiana University–Purdue University Indianapolis
Certificate - The Fundraising School
James Madison University
BBA
The American College of Financial Services
Certificate
Skills
- Strategy
- Philanthropy
- Connectors
- Leadership
- Teamwork
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