Robert Sytz
CPA, CFP®
McGill Advisors
Financial Advisor
Robert Sytz
CPA, CFP®
McGill Advisors
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Sytz, CPA, CFP®
Fee-Only financial planner located in Charlotte, NC, serving clients locally and across the country
Meet Robert Sytz
Robert Sytz is Division Partner-In-Charge and Wealth Advisor at McGill Advisors. As the founder of McGill Advisors, Bob has more than 30 years of professional experience in financial and investment planning. Bob earned a bachelor’s degree in Accounting from the University of North Carolina at Charlotte. He received his Certified Public Accountant certificate in 1984 and his CERTIFIED FINANCIAL PLANNER™ certification in 1986. He is a member of the Financial Planning Association and the North Carolina Association of Certified Public Accountants.
Bob and his wife, Beth, have two sons and live at Lake Norman, NC. During Bob’s free time, he enjoys boating, sailing, fly fishing and traveling. He also is active in his community, working with various organizations.
Robert Sytz 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
Professional Designations & Affiliations
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Robert Sytz 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.
Contact Robert Sytz
Office Locations:
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8816 Red Oak Blvd
Ste 260
Charlotte, NC NC