Robert Tull, Jr.
CFP®, MBA
Tull Financial Group, Inc.
President, CEO, CCO
Robert Tull, Jr.
CFP®, MBA
Tull Financial Group, Inc.
President, CEO, CCO
Having a plan in place and a trusted advisor to assist in navigating the journey places the odds of achieving financial success at near 100%. - Robert Tull, Jr., CFP®, MBA
Fee-Only financial planner located in Chesapeake, VA, serving clients locally and across the country
Tull Financial Group, Inc. is a fee-only financial planning and wealth management firm located in Chesapeake, VA, serving clients throughout the Virginia Beach and Norfolk, VA area, and clients across the country. Tull Financial Group provides wealth management and financial planning for life transitions, and retirement planning to help young affluent professionals, business owners, and high net worth clients organize, grow and protect their assets. As a fee-only, fiduciary, and independent financial advisor, Robert (Robin) Tull, Jr. is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Robert W. Tull, Jr. is founder, president, and CEO of Tull Financial Group, Inc., in Chesapeake, Virginia. With more than 35 years of financial planning experience. He focuses on the areas of investment management and retirement planning. Robin, as most know him, entered the financial planning profession after receiving an MBA with a concentration in finance from The University of Houston. While well-known locally as knowledgeable in financial matters, he is also recognized nationally as a former “Ask the Expert” on Quicken.com’s retirement website. Robin has also contributed to The New York Times, USA Today, The Wall Street Journal, Reader’s Digest, CNNfn, SmartMoney Interactive, CBN Newswatch, and Financial Planning Magazine.
He is a CERTIFIED FINANCIAL PLANNER™ professional and served on the national board of directors for the Institute of Certified Financial Planners (ICFP) in Denver, Colorado (1996-1998) and as past president of the local Hampton Roads chapter. He is a member of the Financial Planning Association (FPA), and the National Association of Personal Financial Advisors (NAPFA), which requires its members to sign a Fiduciary Oath.
Robin is extremely active in his community. In 2014 he was appointed by the City of Chesapeake to the Chesapeake Hospital Authority where he served in many capacities for eight years including Chairman of the Board. Robin has been a Rotarian for more than 30 years, having served as past-president of the Rotary Club of Chesapeake. In 2019, he was given the distinguished honor of being named First Citizen of Chesapeake.
Robin is a past Vice-Chair of the City of Chesapeake Other Post-Employment Benefits Board (OPEB), a past chairman of the Atlantic Shores Christian School Board, and past member of the Old Point National Bank Regional Advisory Board. In 2018 he was asked to serve his alma mater, Oral Roberts University, as a Trustee.
He and Cathy attend Riverbend Church in Suffolk. They have four married children — Andrew, Courtnay, Philip, and Victoria and three wonderful grandchildren.
Robert Tull, Jr. 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.
Tull Financial Group, Inc., a fee-only firm, specializes in Investment Management and Financial Planning Services. Our mission is to help you achieve financial freedom and accomplish more. We help you define your financial goals and be proactive in implementing them, while we monitor your progress for the adjustments that life often requires. With over 35 years of experience, we have enjoyed serving our clients with integrity, thoroughness, and care – we want you to be able to focus on living your life, not worrying about how to pay for it. We welcome the opportunity to assist you with your wealth management and planning needs. Your initial visit is complimentary; fees are quoted and agreed upon in advance and are clearly disclosed.
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
-
Robert Tull, Jr. 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.
-
Robert Tull, Jr. 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.
-
Robert Tull, Jr. is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Robert Tull, Jr. is an Accredited Member of the Better Business Bureau
-
Robert Tull, Jr. Serves on the Board of Trustees for Oral Roberts University
-
Robert Tull, Jr. Names Chesapeake’s First Citizen in 2019 as Featured in Doctor to Doctor Magazine
-
Chesapeake Hospital Authority Names Robert Tull Jr. New Chairman
-
Robert Tull, Jr. Serves as Chair of the Board for The Outer Banks Hospital
-
Robert Tull, Jr. is Quoted in The Northern Star:"Surprise, you’ve got money"
-
Robert Tull, Jr. is a Member of the Rotary Club of Chesapeake
Contact Robert Tull, Jr.
Office Locations:
-
555 Belaire Avenue
Suite 130
Chesapeake, VA 23320
