Robert  Wilgos

Robert Wilgos

| CFP, MBA

Summit Financial Advisors, LLC

215-579-1005

Contact Me

summitfa.net

Fee Only Financial Planner Located in Newtown, PA and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

12 Penns Trail
Suite 351
Newtown, PA 18940

Robert Wilgos is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Bob has been associated with the financial services industry for much of his professional career. He earned an MBA in Finance from the Simon School of Business at the University of Rochester, and has extensive experience as a Senior Financial Executive in topics ranging from financial forecasting and budgeting to program development in commercial asset-based lending and equipment leasing. As a Certified Financial PlannerTM practitioner, Bob is a member of the Financial Planning Association, the largest association of professionals dedicated to championing the financial planning process. Additionally, he is a member of NAPFA and The Garrett Planning Network, the nation’s premier organization for hourly, as-needed planners.