Serving the Greater Philadelphia Area.
Robert W. Burnham, Financial Advisor
He began his career in 1982 in the mail room at Paine Webber in Manhattan, NY. Since then he's taught and learned from financial advisors around the country while working as a mutual fund & variable annuity wholesaler, a national accounts manager and a VP of sales at various industry firms. Rob has held registrations since 1992 and is also licensed to offer individual life, disability, long term care insurance.
Rob joined NettWorth Financial Group so that he may help to educate union members on how retirement will impact them financially, as well as personally. Rob educated members by using NettWorth Financial University courses, other seminars, and Retirement Transition guides, a comprehensive retirement planning process.
Rob's goal is to help his clients prioritize their wants, needs and goals. He provides his clients with comprehensive planning and customizes strategies to accommodate each client's unique situation. By understanding his client's goals and values, Rob provides direction and solutions necessary for achieving a sense of confidence.
Rob and his wife Karen have been married for 21 years and live in upper Merion Township with their two kids, Jake and Nina. Rob serves his community through the Rotary Club of Ardmore and as administrative member of the Lower Merion Fire Company.