Rob Bartlett
CFP®
Clear Perspectives Financial Planning, LLC
Financial Advisor and Director of Financial Planning
Rob Bartlett
CFP®
Clear Perspectives Financial Planning, LLC
Financial Advisor and Director of Financial Planning
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Rob Bartlett, CFP®
Fee-Only financial planner located in Cincinnati, OH, serving clients locally and across the country
Rob Bartlett is a Cincinnati, OH fee-only financial planner. Clear Perspectives Financial Planning, LLC provides comprehensive and objective financial planning, investment management, and income and tax planning to help Procter & Gamble and General Electric employees, Socially Minded Investors, and Women-Led Households organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Rob Bartlett is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rob Bartlett joined Clear Perspectives in 2015, after 27 years in a variety of finance roles at the Procter & Gamble Company, including overseeing all of P&G's retirement plans and retirement assets around the world. He performs in-depth research and analysis for clients, with a focus on tax planning. He is a Certified Financial Planner™ professional and holds an MBA in finance from Duke University. Rob lives in Mariemont with his wife Linda. They have three grown children.
Rob Bartlett is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Clear Perspectives Financial Planning is a group of expert financial advisers centrally located in Cincinnati, Ohio, and serving clients throughout the United States and internationally.
We are fiduciaries and CERTIFIED FINANCIAL PLANNER™ professionals. The CFP® certification includes background checks and a lengthy exam. As fiduciaries, we are committed to place the interests of our clients ahead of our own and we must disclose any possible conflict of interest. That is how we designed our business, and we would never have it any other way. Our clients benefit from total transparency, peace of mind, and high-quality, diversified investments at a low cost.
We want to help you achieve your financial goals. Call us at (513) 469-8400 to talk more or schedule an appointment. Our initial meeting together is free and we will address your most pressing questions.
Comprehensive Financial Planning
We listen attentively to your circumstances and values, and help you craft a plan that is personal to you and your family. We will perform a detailed analysis of all facets of your financial life, including investments, cash flow, debt, and legacy planning; this is known as comprehensive financial planning. We like to refer to the mind map below to review important areas with you.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Rob Bartlett is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Rob Bartlett is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Clear Perspectives Financial Planning, LLC is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Rob Bartlett
Office Locations:
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10300 Alliance Road
Suite 460
Cincinnati, OH 45242
