Meet the professionals who can help you
Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet the Team
The team behind Szymanski Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Robert Szymanski Financial Advisor
Bob helps individuals and families work toward their retirement dreams, offering
comprehensive, holistic strategies designed to help them reach their financial
goals in retirement — from helping to protect their life savings to developing
effective income strategies and passing on financial legacies.
Bob has served clients for nearly 40 years — since his start in the financial
services industry in 1981. He founded Szymanski Financial Group in 2014 and is
a founder of the Georgia Financial Education Institute, through which he works
to ensure that retirees and pre-retirees thoroughly understand their options.
Bob has passed the Series 65 securities exam and holds life, health and
long-term care insurance licenses in Georgia. He holds the Certified Financial
Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life
Underwriter (CLU®), Chartered Retirement Planner Counselor (CRPC®) and
National Social Security Advisor designations. In addition, Bob has achieved The
Master Planner Advanced Studies (MPAS®) designation.
Bob graduated from The Citadel with a Bachelor of Science in Business
Administration, Sam Houston State University with an MBA, and the College for
Financial Planning with a Master of Science in Personal Financial Planning. He is
a veteran of the U.S. Navy.
Bob and his wife, Pam, live in Suwanee, Georgia. They have a son, Scott.
Ready to take
The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.