Robert Ingram, CFP®

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CERTIFIED FINANCIAL PLANNER™

CERTIFIED FINANCIAL PLANNER™

Robert Ingram, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.® 

Bob joined The Center team in 2017 and has more than 15 years of Financial Planning experience. In addition to meeting with clients, he is a member of The Center’s Financial Planning Department, a frequent contributor to The Center’s “Money Centered” blog, and a member of the Financial Planning Association of Michigan. You may have seen Bob as an interview guest on Detroit’s WXYZ-TV Channel 7 Action News or as a guest speaker on personal finance and investment-related topics.

Bob is also a member of the Charitable Committee at The Center, helping coordinate volunteer programs with local organizations such as Humble Design.  Outside of The Center, Bob enjoys learning guitar, getting out on the golf course when he can, and spending time with friends and family.

EDUCATION:

  • Bachelor of Arts, Economics, The University of Michigan 

Licensing & Certifications:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

  • Series 7 and Series 66 Securities Licenses

  • Life and Health Insurance Licenses

AREAS OF FOCUS & INTEREST:

  • Helping to create a paycheck for clients in retirement

  • Tax-efficient investment planning

  • Pension analysis and maximization

  • Education funding strategies

  • Wealth preservation

  • Financial risk mitigation