
Robert Wilson Jr. CFP®
Robert is a CERTIFIED FINANCIAL PLANNER™ and Wealth Planner committed to providing client-centered financial planning and wealth management advice.
He has been a member of the C&F Wealth Management family since his graduation from Hampden-Sydney College in 2014. Robert works to help his clients pursue their financial goals and navigate the complexities of wealth management during the various stages of their lives. From portfolio management to education planning and second opinion services, Robert is equipped to educate and advise his clients throughout their financial journey, leaving them time to pursue their personal and professional passions.
Born and raised in West Point, Virginia, Robert returned to his hometown after college to provide the community and surrounding area with transparent retirement planning and financial education. Robert is a firm believer in giving back to those that help shape your life. Robert is happily married to his amazing wife, Amber, and is a proud father to their son and daughter. When not spending time with his family, Robert can be found outdoors with his Goldendoodle, Ranger, and Golden Retriever, Harper.
Robert holds Series 7 and 66 registrations with LPL Financial. In addition, he is insurance licensed in Virginia for Life, Health, Annuities, and Variable Contracts.
Contact Robert by phone at 757.741.2254 or email at rwilson@candfinvest.com.