With over 25 years of experience in the financial services sector, Robert DeChick, advisor, has built a solid reputation as a trusted financial advisor. Since beginning his career in 1999, Robert has specialized in various financial services, including retirement, investments, insurance, and estate planning. As the founder and co-owner of Courtland Walker Financial Group, he has worked with diverse clients, providing them with tailored strategies to meet their financial needs. Holding licenses such as Series 6, Series 66, and Series 7, as well as an insurance license, he is well-equipped to offer comprehensive financial advice and services.
Throughout his career, Robert has earned several accolades for his commitment to providing high-quality service. Notably, he was honoured with the Five Star Wealth Manager of the Year award by Orlando Magazine for four consecutive years (2013-2016), recognizing him for his expertise and dedication to his clients. He graduated from Iowa University with a Bachelor's degree in Public Administration and Finance, equipping him with a strong foundation to navigate the complexities of financial planning.
At Courtland Walker Financial Group, Robert leads a team of professionals who share his client-focused approach to financial planning. The firm provides retirement strategies, investment management, life insurance, and estate planning services. He believes in transparent communication with clients, ensuring they fully understand the implemented strategy and feel confident in their financial decisions. He aims to design comprehensive financial plans customized to each client's unique circumstances.
One of Robert Dechick's primary areas of expertise is retirement planning. Whether clients are just beginning to save for retirement or are already retired, he helps them create a strategic plan to secure their financial future.
- Clermont, FL
- Joined15 hours ago
- website: robertdechick.com/
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Robert offers guidance on asset allocation, portfolio management, and risk assessment in investment managemen...