Investment Team Expands with the Addition of Kenneth Robinson, CFP®

McLean, VA (April 9, 2012) – Bernhardt Wealth Management announced today that Kenneth (Ken) Robinson, CFP® has joined the firm’s investment advisory team as Senior Financial Advisor. In his new position, Ken will be working with clients in all aspects of wealth management, including investment management, retirement planning, tax planning, philanthropic giving, estate planning and other complex financial issues.

“I am pleased to welcome Ken Robinson to the Bernhardt Wealth Management team,” said president and founder Gordon J. Bernhardt CPA, PFS, CFP®, AIF®. “Ken will immediately be contributing his knowledge and extensive experience to positively impact what we are trying to accomplish on behalf of our clients. He has excellent technical skills, works well with clientele and is a respected member of the financial planning industry,” Bernhardt continued.

Robinson joins Bernhardt Wealth Management from The Monitor Group, Inc. where he served as senior planner and previously, director of operations.

“I am truly excited for the opportunity to work with a team of such dedicated and consummate professionals,” said Robinson. “While many firms today are shifting their priorities away from personalized advice and customer service, Bernhardt Wealth Management maintains an unwavering focus on providing great unbiased advice that serves only the best interest of their clients.”

Robinson has more than 15 years of experience in the financial services industry. He graduated with a bachelor’s degree in Economics from the Virginia Military Institute and earned his Masters of Science in Finance from Georgia State University. He is a member of the national Financial Planning Association, and serves on the Board of the Financial Planning Association of the National Capital Area (FPANCA) as Pro Bono Director, having previously served as the Director of Public Relations.

Sought out for his insights into financial and practice management matters, Robinson has been quoted in the Washington Post, Investment News, and various industry publications, as well as appearing on CNN Newsource. He is active in pro bono financial planning efforts and is a volunteer for Junior Achievement of the National Capital Area in the financial literacy programs for local schools. He is a former adjunct professor for Virginia Commonwealth University’s CFP® certificate program.

Left-to-Right: Ken Robinson, MS, CFP®, Senior Advisor;
Gordon Bernhardt, CPA, PFS, CFP®, AIF®, President & CEO;
Tim Koehl, AAMS®, CFP®, Senior Advisor

 

 

 

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