Rob Wrona

Background

About Rob Wrona

The most inspiring financial strategy is based on what’s important to YOU. My goal is to help connect you with a plan that’s based on your own unique values. The work-optional life you’ve envisioned is achievable, and now is a great time to start taking the steps toward creating your future. Rob has acquired over 8 years of professional experience in retirement income planning, wealth preservation and management, Social Security optimization, life and long-term-care insurance planning, tax management, and legacy and estate planning. Rob is an Independent Investment Advisory Representative, as well as a Retirement Income Certified Professional® focused on providing comprehensive wealth management services to individuals, families, and business owners. He takes time to understand where you are now, your life's purpose and passion, as well as goals and vision for the future. Comprehensive wealth management helps all the pieces of your financial life work together to achieve your life goals, leading clients to a place of peace, resulting in maximum impact on the lives around them. Rob Wrona is an Investment Advisor Representative offering Financial Planning and Investment Advisory services through Stewardship Advisory Group, LLC; an SEC Registered Investment Advisor.*Legacy Coaching services are offered through Stewardship Legacy Coaching, LLC. Securities are offered through United Planners Financial Services of America, a Limited Partnership, Member FINRA, SIPC- Stewardship Advisory Group, LLC and Stewardship Legacy Coaching, LLC are not affiliated with United Planners Financial Services.