Rob Leonard, CFP®

Rob is an Area Vice President and Investment Advisor Representative for Gallagher Fiduciary Advisors. Rob has been in the industry for nine years, and has built his career providing financial planning and investment advice to retirement plan participants. Rob advises on a number of topics: retirement planning, investment selection and professional asset management, college savings, insurance, debt management, tax-smart planning and investing, withdrawal strategies, Social Security & Medicare, and basic estate planning techniques.

Rob received his Bachelor of Sciences in Economics from the Farmer School of Business at Miami University and holds a CERTIFIED FINANCIAL PLANNING™ (CFP®) designation.