Robert (Rob) Schmansky has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns, beginning his career managing the portfolios and tax plans of senior corporate executives. He subsequently worked as an investment advisor for several nationwide independent, fee-only fiduciary wealth management firms.

Rob is frequently quoted in the media, including the Wall Street Journal, Forbes, CNBC, ABC News, SmartMoney, CNN Money, Reuters, Detroit Free Press, Chicago Tribune, Dow Jones Newswires, MarketWatch, National Public Radio, and other publications.

Rob earned a B.S. in human ecology with family resource management specialization and an M.A. in economics. He is an Accredited Investment Fiduciary® (AIF®), a Chartered Financial Consultant (ChFC), Chartered Advisor for Senior Living (CASL), and is a licensed Life Insurance Counselor in the State of Michigan.

Rob has been an adjunct instructor of portfolio management, global economics and several of the required courses for candidates to sit for the Certified Financial Planner examination. He has contributed to the retirement planning knowledge requirements for those seeking international CFP certification under the Financial Planning Standards Board, and from 2014 until 2018 was selected by CFP Board to represent the financial planning credential in the public and media as a CFP Board Ambassador. In 2015 he was chosen by InvestmentNews as a top 40 Under 40 national talent in the financial advice industry.

As a writer, Rob has been a Forbes contributor and contributor to US News & World Report's The Smarter Investor Blog. He also was one of a dozen experts chosen to write for the national Financial Planning Association's (FPA) All Things Financial Planning Blog, an investment expert for FiLife, a former Dow Jones/IAC joint Internet venture, and a Featured Contributor for Yahoo! Finance.

In addition to being your fiercely independent fiduciary™, in his free time Rob enjoys photography and reading history and biographies.