Robert Basile, CFP®, CPWA®
Designations and Licenses
Rob is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®.
Experience and Education
Rob has more than 15 years of industry experience, serving in various roles within the financial services industry, working with clients to create wealth management plans that align with their individual financial circumstances and goals.
Prior to joining Mariner Wealth Advisors, Rob was a senior wealth planner at Fifth Third Bank. In that role, he specialized in advanced estate planning, charitable planning, and business succession, in addition to comprehensive planning, income tax, retirement, and executive compensation.
Rob has a bachelor’s degree in accountancy from the University of St. Francis, magna cum laude graduate.
Rob is an avid music fan and a hobby guitarist.