Principal

Robert L. Margetic | ChFC, CLU

Robert L. Margetic, ChFC, CLU is president of Redwood Financial Advisors Inc, a financial advisory firm, and has over 20 years experience in all aspects of financial planning and management. He has an MBA in finance and a BA in economics along with the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU) designations. He has served on the Boards of Directors of numerous non-profits and is the Dean of Charitable Gifting strategies at the National Institute of Estate Planning. He speaks frequently across the country on advanced financial planning topics including retirement management strategies, charitable giving and advanced estate planning.