Robert Woerner, MBA Crpc® Cfp®
About Robert Woerner, MBA Crpc® Cfp®
Robert Woerner is a Program Manager at CUSO Financial Services LP, part of Grow Financial Federal Credit Union, where he has worked since 2020. He has extensive experience in financial advising and business development, holding an MBA and certifications as a Certified Financial Planner and Certified Retirement Planning Counselor.
Work at Grow Financial Federal Credit Union
Robert Woerner serves as the Program Manager for CUSO Financial Services LP at Grow Financial Federal Credit Union. He has held this position since 2020, contributing to the organization from its Tampa, Florida location. Prior to this role, he worked as a Financial Advisor at the same credit union from 2016 to 2020. In his current position, he focuses on developing financial plans for clients, ensuring these plans are regularly reviewed and adjusted for long-term effectiveness.
Previous Experience at The Nielsen Company
Robert Woerner worked at The Nielsen Company in various capacities. He served as Regional Manager of Field Operations from 2005 to 2007 in Plymouth Meeting, PA, and later as Sr. Business Development Manager from 2007 to 2012 in Oldsmar, FL. Additionally, he was a Client Service Manager at Nielsen for one year from 2012 to 2013. His roles at Nielsen involved managing operations and business development initiatives.
Education and Expertise
Robert Woerner holds an MBA and has completed a Bachelor of General Studies with a concentration in Business from the University of South Florida. He studied Business Administration at the same institution from 2011 to 2013. Earlier, he attended the University of Maryland, where he studied Television and Film. He also completed his secondary education at Bishop Ireton High School. His educational background supports his expertise in financial planning and advisory services.
Certifications and Licenses
Robert Woerner is a Certified Financial Planner (CFP®) and a Certified Retirement Planning Counselor (CRPC®). He holds a securities license in the state of Florida, which enables him to provide a range of financial services. These certifications reflect his commitment to professional standards in financial advising and retirement planning.
Philosophy on Financial Advisory
Robert Woerner believes that maintaining an ongoing relationship with a financial advisor is one of the most valuable investments individuals can make. He emphasizes the importance of developing financial plans that are not only tailored to clients' needs but also regularly reviewed and adjusted to ensure they remain effective over time.