Robert Finley, CFA, CFP
Fee-only Certified Financial Planner and Portfolio Manager
Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview, Illinois. Robert is a CFA® charter holder and a CFP™ holder with over 20 years of experience. Finley most recently managed over $375 million in assets for high-net-worth individuals as a Senior Portfolio Manager in Chicago. Finley has been featured in Barron’s, CNBC, USA Today, US News, Money Magazine, MarketWatch, NerdWallet and Fund Intelligence.
