CFP®, RICP®, AIF®
Robert Papa, CFP®, RICP®, AIF® is an Advisor at SEIA. He has extensive experience in cash flow management, retirement planning, budgeting, and sophisticated portfolio analysis and 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 which can enable them to meet both their current and future goals. He has been in the investment and financial planning industry for over 20 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-based 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 PLANNERTM (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).