Robert Magley
Financial Paraplanner
A high level of energy and a deep compassion to families drives Robert in his financial career. Beginning in 2014, his goal has been to provide clients with sound advice through a strong relationship, teamwork, and a process driven approach. This process driven approach is rooted in financial planning and allows for truly holistic advice. His belief is behind every dollar is an individual, a family and a dream. If you have a team working towards one goal, there are endless possibilities. This philosophy is what has made Robert a perfect fit for Karp Financial Strategies. As an integral member of the team, Rob specializes in financial planning, financial analysis, and client management. He is both series 7 and Insurance licensed. Rob is a registered assistant with SagePoint Financial.
A native of South Florida, Robert attended Cardinal Gibbons High School and later studied business administration at Palm Beach Atlantic University. He is also a former NCAA college baseball player who is been involved in sports his whole life.