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Robert Whelan CPA, CFP™

Robert Whelan CPA, CFP™

Robert has been a man of great perseverance throughout his life. At eighteen his father's death would force him to become a guardian for his mother and sister while he was putting himself through college by working long hours for the US Postal Office. He would go on to graduate from Southeast Missouri State University and then serve his country in the Armed Forces. After being honorably discharged in 1976 he obtained his CPA licenses and begin his very own accounting practice. Throughout the years Robert continued and furthered his practice by adding on new avenues for which to better assists his clients. In 1990 he became a licensed financial advisor and began to not only help his clients with taxes and accounting, but also with planning for their retirement. He believed who better to help individuals plan for retirement than a tax professional that could look at the whole picture of tax and financial planning*. It was then that his holistic approach practice started to evolve. Robert progressed through the years, always learning more and more things to give his clients the best of the best. In 1993, he would earn the Certified Financial Planner designation and would become Robert J. Whelan CPA, CFPTM .

During the years that Robert has built his business, he was also been very involved in the community. He has been a part of Kiwanis Poplar Bluff since 1991, serving as the president from 1998-1999. He has been an avid donor and volunteer for the FCA, Three Rivers College Athletics, and the Missouri Tigers Scholarship Fund.  Robert even lists being chosen as a local church deacon as the honor of his life. He credits his personal and professional success to the support of his wife, children, and grandchildren. He believes family is the foundation of a life well lived and will never miss the opportunity to show off his family, especially his four grandchildren.

Robert has accepted many important positions with great thoughtfulness and would rather lead by example than bask in the spotlight. In 2003 he was honored by Rep. Tom DeLay as the Missouri Businessman of the Year. Later, the congressman appointed him to an advisory committee to the President studying proposed tax laws and economic conditions of our country. In 2015 Robert became a part of Ed Slott's Elite IRA Advisor Group by attending semi-annual new regulation seminars and passing required testing. And in 2016 Robert's life work was recognized and he was asked to speak at the Harvard Business Expert Forum about his success and ideals.

When you take a closer look at Robert's life, you see his true passion is making a difference in the lives of others. As a retirement planner with a solid background in tax planning and services, Robert is committed to helping people piece together the important factors that bring a lasting sense of comfort and confidence. In putting his clients' personal needs and goals first, he's a perfect fit to help them with all their financial needs. Robert's goal is to work with you for the long term, delivering service that exceeds your highest expectations. With many years of experience, he looks to help his clients avoid the shortcomings and hardships that he faced and witnessed. He is a dedicated retirement income planner ensuring his clients have enough retirement income to buy dignity and independence.