
Aif Rob Hannan Cfp
For more than a decade, I have been providing financial planning and wealth management services to business owners,... | 6901 Rockledge Drive, Bethesda, United States
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Aif Rob Hannan Cfp’s Emails ro****@ca****.com
Aif Rob Hannan Cfp’s Phone Numbers No phone number available.
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Aif Rob Hannan Cfp’s Location 6901 Rockledge Drive, Bethesda, United States
Aif Rob Hannan Cfp’s Expertise For more than a decade, I have been providing financial planning and wealth management services to business owners, families, and individuals. I love what I do because I enjoy helping people not only reach their goals, but see them through and beyond the process. I founded the Hannan Financial Group in 2003, and merged my company with two other practices to form BluePoint Financial Group in 2012. After realizing that my practice and my clients needed more solutions I decided to bring my expertise to The Capital Group. Here I will be managing the personal wealth management and financial planning division. - ASSET MANAGEMENT: I manage assets for business owners, individuals and families in the accumulation phase as well as the distribution phase. - FEE BASED FINANCIAL PLANNING: I help my clients understand where they are today, where they want to be in the future, and how to bridge the gap while minimizing risk and protecting their estate. - EMPLOYEE BENEFITS: My team and I act as an extended HR department to support all lines of benefits for small to medium size companies.
Aif Rob Hannan Cfp’s Current Industry The Capital
Aif
Rob Hannan Cfp’s Prior Industry
Eagle Strategies
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Bluepoint Financial
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The Capital
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Work Experience

The Capital
Partner | Director, Wealth Advisory
Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
The Capital
Director, Wealth Advisory I Financial Advisor
Mon Feb 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2021 00:00:00 GMT+0000 (Coordinated Universal Time)
Bluepoint Financial
Financial Advisor and Co-Founder
Sun Jan 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Feb 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Eagle Strategies
Financial Adviser
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Bluepoint Financial
Owner / Financial Advisor
Wed Jan 01 2003 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Jan 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)