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Robert S. Pennartz, CFP®

Robert S. Pennartz, CFP®

Co-founder

I am a Certified Financial Planner (CFP®) practitioner and a registered representative with Lincoln Financial Securities Corporation. Before my affiliation with Lincoln, I was president of Centreville Securities, a broker dealer investment firm. I’ve been in the financial planning field since 1973, after graduating from Drexel University with a Bachelor of Science degree in Commerce and Engineering. At Drexel, I was also a student-athlete, as a member of the varsity men’s rowing team for 4 years.

I like to help clients develop a financial game plan and watch it become a reality. It’s fun.

Over the years, I’ve provided financial education to consumers in various ways.  I wrote a column, “Money Matters” for the Kennett Paper for over 7 years.  I taught Money Management at West Chester University and I’ve also been a guest lecturer at the Drexel University LeBow College of Business, and Widener University Delaware Law School.

My wife, Cindy and I have been blessed to raise our granddaughter, Brooke. She keeps us young.