Originally from Mississippi, I come from a family with a deep-rooted history in financial services. My career began in 1990 with a focus on employee benefits before evolving into a broader practice centered on holistic financial planning and wealth management. Throughout my journey, I have held various management roles in both internal and external corporate environments before transitioning into a client-facing position, where I can help impact the financial well-being of individuals and families.
In my current role, I work closely with clients and prospective clients, guiding them through key areas such as worksite financial education, retirement distribution planning, tax planning, investment strategies, and financial protection planning. I hold multiple industry licenses, including the FINRA Series 7, 63, and 66 securities registrations, allowing me to provide comprehensive financial solutions tailored to each client’s needs.
I earned my degree in Political Science from Mississippi State University, with minors in History and Marketing. Outside of my professional life, I have a passion for competitive BBQ competitions and college football. Most importantly, I cherish time spent with my family—my wife, Eliane who is studying to become a large animal Veterinarian; and two children: a 19-year-old son and a 15-year-old daughter with special needs.
Who Robert Works With
Robert Penn works with pre-retirees, retirees, families, and young professionals throughout Lynchburg, Roanoke, and surrounding Virginia communities who are looking to create greater clarity and confidence around their financial future. He is passionate about helping clients establish strong financial foundations while developing long-term strategies focused on retirement income, tax-efficient planning, estate strategies, and wealth preservation.
Areas of Focus
Robert specializes in fee-based financial planning, retirement income strategies, tax and estate planning strategies, and permanent life insurance plan design focused on maximizing long-term cash value potential. He works closely with individuals and families preparing for retirement who want a more personalized approach to creating sustainable income, protecting what they have built, and planning for future generations.
Whether clients are just beginning their financial journey or preparing for the transition into retirement, Robert focuses on creating thoughtful strategies designed around each person’s goals, lifestyle, and long-term vision for the future.
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