Our Wealth Management Advisors
Robert Kline , CFP®, CPFA®
Financial Planner, Wealth Management
Robert brings over 30 years of experience working with individual clients, retirement plan participants, and retirement plan sponsors in the Southern Tier of New York and Northeastern Pennsylvania. He specializes in helping investors grow and protect their wealth and provides a fiduciary standard of care by putting his clients’ interests first. Robert provides comprehensive financial planning services for individuals in the areas of investments, life insurance, long-term care insurance, and annuities. He also provides retirement plan education services to retirement plan participants and fiduciary services for retirement plan sponsors.
Prior to joining NFP, Robert served as a Registered Principal for a locally owned branch office of Cadaret, Grant — a regional broker/dealer. He also worked with clients in the financial planning area.
Robert received his Bachelor of Science degree in sociology and a master’s degree in business with a concentration in human resources management from Binghamton University. He holds Series 7, 24, 63, and 66 (FINRA), Life, Accident & Health, and Variable Annuities insurance licenses. He is also a Certified Financial Planner® professional and Certified Plan Fiduciary Advisor®.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures