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Robert Sinsheimer, MBA, CPA, CFP®

Wealth Manager

Robert Sinsheimer, MBA, CPA, CFP®2019-09-10T16:21:26+00:00
Robert Sinsheimer MBA, CPA, CFP®

Robert is responsible for developing new Modera relationships with executives, business owners and licensed professionals.  As a wealth manager he then works with the Modera team to develop the financial plan and implement the wealth management strategy and investment portfolio design for high-net worth individuals.

Professional Designations

MBA, CPA, CFP®

Education

Indiana University, M.B.A.

Georgia Institute of Technology, B.S., Industrial Management

What do you value most in your client relationships?

The trust our clients have in us.

What sparked your interest in financial planning?

Observing the services provided by a financial adviser to a family member.

What fuels you every day in your work?

Helping clients achieve their financial goals.

How do you do good in your community?

I’m active in my congregation.

Robert’s Insights