Robby Schaefer, CFP, MBA
Investment Advisor Representative
Robby’s clients include high-earning millennials looking to plan for their future and high-net-worth individuals planning for retirement that seek a long-term relationship with an advisor that understands their circumstances and goals. By working with less than 60 families, Robby provides tailored strategies for his clients. He serves clients by providing investment management and asset allocation strategies, trust and estate planning strategies, planning for education, retirement and social security, tax planning guidance, business owner advisory strategies and personal life and disability insurance coverage. Robby’s approach to client advisory is to “always leave something better than when you found it” and he puts the needs of his clients first every time.
Prior to moving to the area and joining Symphony Financial in November 2021, Robby spent over 10 years of experience as a Private Wealth Advisor and Personal Trust Officer at two large financial institutions in Cincinnati. He obtained his Bachelor’s of Science degree in Finance from Miami University and his MBA from the University of Cincinnati with a Certificate of Entrepreneurship. He is a CERTIFIED FINANCIAL PLANNER™ and holds his FINRA Series 7 & 66 through LPL Financial as well as his Life, Accident, and Health Insurance Licenses.
Robby and his wife, Kelcie, reside in Rocky River with their kids, Cici & J.R., and black lab mix named Goose. He is sports lover 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, and running. Lastly, he enjoys podcasts and audiobooks and invites you to share any good recommendations you may have.