Broker Check
Robert Link, CRPC®

Robert Link, CRPC®

Wealth Management & Retirement Planning

Rob applies his vast knowledge of financial services and retirement planning for individuals, families, and business owners. Earning the Chartered Retirement Planning Counselor, (CRPC®), designation has provided me with additional knowledge needed to help ensure pre-retirees and retirees are properly managing all aspects of their financial lives and futures, including, investment management, retirement cash flow & income distribution strategies, risk management, and estate planning strategies.

To facilitate these services, I’ve developed an integral network of experienced, like-minded professionals with specialized knowledge, which I lean on for access and insight in each category. By acting as your personal wealth management advisor, we’ll first create a detailed analysis and overarching strategy to align with your short and long-term goals. Next, we'll survey the economic and market landscape to help you select the optimal blend of financial solutions that best fit within your plan. By coordinating income sources, assets, investments and liabilities, we can formulate a unique strategy that helps you manage risk.

Rob was born and raised in Westminster, MD and attended Calvert Hall College Preparatory before graduating from Mount St. Mary’s University, where he majored in Economics and Business Admininistration. Rob is actively involved in the Knights of Columbus while also helpin his local parish, St. Mark's through community outreach programs. Rob lives in Catonsville with his wife, Hanna and their two children.

Rob holds the designation of CRPC® (Chartered Retirement Planning Counselor). He holds both the series 7 and 66 licenses as well as a Life & Health license. Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA.