ROBERT J. WILLEN, CFA
Bob joined WBH Advisory’s team in 2000. Among other roles, Bob uses his knowledge and experience to offer to assist clients with financial planning, asset allocation, and retirement planning. Bob works with clients to define their goals and help them understand their investment options. Bob offers ongoing guidance on estate planning, charitable giving, and legacy planning so that clients can have peace of mind.
Prior to joining WBH Advisory, Inc., Bob worked for a financial and accounting consulting firm where he performed financial valuations on various privately held businesses as well as intellectual property portfolios. Preceding that, Bob spent over five years in the banking and mortgage lending industry.
Bob is a graduate of Tufts University with a bachelor’s degree in Political Science and the Robert H. Smith School of Business at the University of Maryland, College Park where he received an MBA with a concentration in Finance. Bob has earned the right to use the Chartered Financial Analyst designation.