Bob
Sargent
CFP®
Here to act in your best interests
About me
As a financial planner, I take great pride in helping my clients accomplish their financial and retirement goals. In my spare time, I enjoy traveling and spending time outdoors with my wife and two children.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Arts, Economics - Amherst College
Visit one of our Locations
Washington DC IV - Loudoun County
19775 Belmont Executive Plaza
Suite 530
Ashburn, VA 20147
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
