Broker Check
Robert J. Woerner, MBA, CRPC®, CFP®

Robert J. Woerner, MBA, CRPC®, CFP®

CFS Program Manager

Robert, who likes to go by “Bob,” was the first CFS advisor on our team when Grow began offering retirement and investment services to our members through our broker dealer CUSO Financial Services, L.P. 

He is an alumnus of the University of Maryland and has a bachelor’s degree and a Master of Business Administration from the University of South Florida. He is also a Chartered Retirement Planning Counselor℠ (CRPC®), a professional financial planning designation awarded by the College of Financial Planning.

Bob is also a Certified Financial Planner™. As a CFP Practitioner, he takes a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® examination, CFP® professionals also have made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a better tomorrow.

A resident of the Tampa Bay area since 1994, Bob is actively involved with the community through his association with the Westchase Rotary Club, which is comprised of business and professional leaders who provide humanitarian service, promote high ethical standards in all vocations, and promote goodwill and peace around the world.

Bob and his wife, Kalah, have raised two sons, James and Sammy, and also adopted two dogs, Luna and June, from a local rescue organization. His personal passions include cross training fitness, and the craft beers which are a Tampa Bay area specialty.

Let Bob help build a personal plan to meet your needs, whether you’re planning for retirement, saving for college, concerned with protecting your wealth or transitioning through a major life event.