I compete in annual curling tournaments with friends from high school.”
Robert Volk
Manager, CFP®
Experience
I specialize in providing holistic wealth management services to high-net-worth and ultra-high-net-worth families. Acting as a client’s CFO, I help connect the dots between their personal balance sheet, estate plan, tax return, portfolio, and cash flow needs.
Clients lean on me to answer multigenerational wealth transfer questions, solve illiquidity concerns in tax-efficient ways, and develop a deep understanding of their complex compensation and benefit plans. My favorite thing about this profession is helping clients live out their dreams and write their life stories. I was attracted to this career because it uniquely blends the opportunity to foster meaningful relationships with the responsibility of being a trusted, multifaceted expert.
I received my B.A. in finance, investment, & banking from the University of Wisconsin-Madison, and am affiliated with the Certified Financial Planner Board of Standards.
When I’m not at the office, you can find me at the curling club, Wrigley Field, a country concert, or exploring the great city of Chicago.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
