Robert F. Schneider
In my role as Financial Planning Associate, my responsibility is to support our clients by delivering an exceptional client experience. I analyze financial data, develop financial plans, and prepare informative reports for our clients and our team. And, along the way, I am here to keep you financially organized!
As I work together with you on your goals, I am also working on my own goal of becoming a Certified Financial Planner®. This knowledge, combined with my experience, allows me to ensure you remain on track with financial peace of mind.
Prior to joining WWA, my career path has taken me from banking to a fulfilling role as Senior Planned Giving Manager with Special Olympics International. I managed all aspects of the Planned Giving Program including marketing, database management, reporting, estate administration, charitable gift annuity administration and stewardship.
Upon the birth our daughter, we began our own family's path towards financial peace of mind, so WWA's approach to our clients is personal to me. Knowing that every team member keeps a client's best interests at the forefront of advice was a true differentiator for me when joining the team.
In my spare time, I enjoy hanging out with my wife, daughter, and our dog. We love being outside at playgrounds, dog parks and swimming pools. Fun fact about me, I write and throw with my right hand, but I shoot a basketball with my left hand and use my left foot to kick a ball. So, I am all in when playing sports. I also enjoy reading, taking in a good movie, and, of course, watching the Washington area sports teams! Hoping to see the Washington Football Team win a Super Bowl one day!