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• The Fee-Only Concept
• A Matter of Duty
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About Us

• Glenn Wessel
• Rob Simon
• Alice Wessel

Disclosures

• FORM ADV
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Education & Licenses

• Series 65 License (Investment Advisor Exam)
• Chartered Financial Analyst – Level II Candidate
• BSBA Finance – University of North Carolina – Charlotte
• Graduated
  • Cum Laude
  • Business Honors
  • University Honors
  • Phi Kappa Phi Honor Society
  • Golden Key Honor Society
    

Rob is a rare individual. Although he has been in the workforce only a few years since graduating with a variety of honors, he began studying annual reports, proxies, and numerous investment publications while still in middle school. In 2007, Rob passed the Uniform Investment Advisor Examination after a brief, one-month study effort.

Currently, Rob is a level II candidate in the rigorous Chartered Financial Analyst professional studies program. This prestigious program, long favored by institutional money management firms and professional securities analysts, requires a minimum of three years to complete and leads to the dominant credential within the money management industry.

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