Robert Stoll
CFP®, CFA®
Financial Design Studio, Inc.
Financial Advisor
Robert Stoll
CFP®, CFA®
Financial Design Studio, Inc.
Financial Advisor
I work with corporate executives and near-retirees, helping them wade through complex financial topics, such as stock-based compensation for executives and Roth Conversion strategies for near-retirees. Our in-house tax planning allows us to adjust your financial plan quickly as tax rates and rules change. - Robert Stoll, CFP®, CFA®
Serving clients in local communities, such as Arlington Heights, Barrington, Buffalo Grove, Lake Zurich, Libertyville, and the Greater Chicagoland Area. We also provide virtual services to clients nationwide.
Robert Stoll is a Deer Park, IL fee-only financial planner. Financial Design Studio, Inc provides comprehensive and objective financial planning to help corporate executives and near-retirees organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Stoll is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Robert Stoll is a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) serving the financial planning and investment needs of clients through Financial Design Studio (“FDS”). As Chief Investment Officer of FDS, he oversees all client investments, including asset allocation, trading, and rebalancing.
My wife Glenda and I have four children ranging from age 27 to 14. We've married off two daughters and have another going into high school for the 2021-2022 school year! Raising a family and giving each kid the attention they deserve isn’t easy but we are grateful to God to have kids that love Jesus and have servant’s hearts.
In our spare time, we enjoy serving in our local church and hosting friends and family at our home. Glenda is from Guatemala, so we take the opportunity each year to go down to visit friends and family and explore different parts of the country, which is beautiful with all the volcanoes and nature it has.
My passion outside of work is trying to become a decent cook, particularly smoking barbeque. I’m hoping to take my BBQ skills to the next level by competing in local competitions after taking 4th place in Beef Brisket in my first comp in 2015!
Robert Stoll 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.
Discover more about how we serve Corporate Executives and Near-retirees by visiting our website:
- Financial Design Process: Here, you'll be able to learn more about what comprehensive financial planning is and how much it costs.
- About Robert Stoll & FDS: Meet the entire FDS team and check out our Frequently Asked Questions.
- Finally, you can TAKE THE FIRST STEP by booking a Free Consultation. Visit our Contact page to learn more about what the Free Consultation looks like.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Stock-based Compensation
- Deferred Compensation
- Restricted Stock Units (RSUs)
- Retirement Income Planning
- Roth Conversions for Retirees
- Social Security Strategies
- Investment Management
Ideal Clients
- Business Owners and Executives
- Retirees and Near Retirees
- Christians
- Growing Families
- Mid-career Gen-X and Millennials
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Robert Stoll is a NAPFA-Registered Financial AdvisorThe 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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Robert Stoll 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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Robert Stoll is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Robert Stoll is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Robert Stoll
Office Locations:
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21660 West Field Parkway
Suite 118
Deer Park, IL 60010
