Robert Papa



(703) 940-3695

Robert Papa, CFP®, RICP®, AIF® is an Advisor in SEIA’s Virginia office and works with Tom West in the practice’s Financial Planning and Investment Management services. He has extensive experience in cash flow management, retirement planning, budgeting, and sophisticated portfolio analysis. Robert works with clients to develop investment strategies and financial plans that are truly tailored to their specific needs.

Robert is passionate about developing long-term client relationships and directing his clients to solid, strategic, financial, and investment options, enabling them to meet their current and future goals. He believes that financial guidance starts by getting a complete understanding of a client’s situation now and planning for their ideal future. But just as importantly, Robert explains what to expect in the future and how best to prepare and cope when it happens. He takes pride in having real conversations about future possible outcomes for his clients and their families.

Robert has worked in the investment and financial planning industry for over 25 years, including 11 years with Charles Schwab as a Vice President, Financial Consultant. Robert currently resides in Silver Spring, Maryland along with his wife, son, and energetic dog. When not spending time with his family, he enjoys traveling, playing tennis, and cheering on all the DC-area sports teams.

Robert received his Bachelor of Business Administration degree in Finance and Bachelor of Arts degree in Economics from Southern Methodist University in 1995. In addition to having his Series 7, Series 63, Series 65, and Life & Health Insurance licenses, he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2014, after completing the certification education program at The American College of Financial Services®. In 2019, Robert earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360, receiving formal training in investment fiduciary responsibility, and has been a Retirement Income Certified Professional® (RICP®) since 2016. He is also a licensed insurance agent (MD Ins. License #168802).