Robby Schaefer

 

Robby serves his clients by providing financial plans that encompass investment management and asset allocation strategies, trust and estate planning guidance, education and retirement saving, tax planning, business owner advisory and personal life and disability insurance solutions. Robby approach to client advisory is to “always leave something better than when you found it” and puts the needs of his clients first all the time, every time.

Prior to moving to the area and joining Symphony Financial in 2021, Robby spent over 10 years of experience in the private wealth advisory and personal trust administration at two large financial institutions in Cincinnati. He obtained his B.S. degree in Finance from Miami University and his M.B.A. from the University of Cincinnati with a Certificate of Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ and holds his FINRA Series 7 & 66 as well as his Life, Accident, and Health Insurance Licenses. 

Robby and his wife Kelcie reside in Rocky River with their daughter, Cici and black lab mix named Goose. Robby and Kelcie look forward to exploring new restaurants and attractions in the Cleveland area. He enjoys most, if not all, sports and is a fan of Notre Dame football, the Detroit Tigers, and the Cleveland Browns. He enjoys an active lifestyle filled with pickup basketball, golf, softball, and riding his Peloton. Lastly, he enjoys podcasts and invites you to share any good recommendations you may have!

 

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