Robert Crane
Managing Member
Personal Information:
Managing Member of Wealth Builders Group, LLC.
Former Combat Officer, CPT, (Armor), United States Army
Certified Financial Planner, Practicing Practitioner (CFP)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU),
Registered Financial Consultant (RFC)
Gulf States Financial Specialist (GSFS)
Certified Funds Specialist (CFS)
Certified Annuity Specialist (CAS)
Certified Income Specialist (CIS)
Certified Estate and Trust Specialist (CES)
Certified Tax Specialist (CTS)
Chartered Advisor for Senior Living (CASL)
Registered Investment Advisor - PFS
Enrolled Agent (EA) - expected completion in 6/15/2017
Education:
Columbus State University: Bachelor of Science in Pre-Law, International Relations
Charter Oak State College: Bachelor of Science in Business Administration with a double concentration in Finance and Management
Troy State University: Master of Science in Management and Finance.
Golden Gate University: Master of Science in Taxation.
Institute of Business and Finance: Master of Science in Financial Services
College for Financial Planning: Certified Financial Planning Curriculum
Auburn University: Doctorate in Business Administration with a concentration in Investment Portfolio Theory and Financial Management.
Professional Experience:
Engaged in the practice of financial, tax and investment planning since 1992
Certified Financial Planner since 1994
Adjunct faculty to the prestigious Institute of Business and Finance.
Professional Membership/Accreditations:
Member, Financial Planning Association
Member, International Association of Registered Financial Consultants
Member, Investment Management and Portfolio Analytics
Member, Certified Financial Planner ® Certificants of North America
Member, Gulf States Currency and Policy Institute
Member, Investment Think Tank
Member, National Association of Tax Professionals
Member, Association of the United State Army (AUSA)
