Robert Ingram, CFP®

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 CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

Bob Ingram, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional with Center for Financial Planning, Inc.®.  Bob joined The Center team in 2017 and has been involved in the financial planning profession since 2003 helping clients to align their resources with their most important life goals.

In addition to meeting with clients, Bob speaks on personal finance and investment-related topics, and has been a frequent interview guest on Detroit’s WXYZ Channel 7 Action News.

Personally, Bob resides in Royal Oak.

Areas of Focus and Interest:

  • Helping to create a paycheck for clients in retirement

  • Tax-efficient investment planning

  • Pension analysis and maximization

  • Education funding strategies

  • Financial risk mitigation

  • Wealth preservation

Education & Licensing:

  • CERTIFIED FINANCIAL PLANNER™

  • Series 7 and Series 66 Securities Licenses

  • State of Michigan Life and Health Insurance Licenses

  • Bachelor of Arts, Economics, The University of Michigan