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Rob Lemmons - CFP®, CPA, AIF®, CEPA – Principal & Director of Financial Planning

Rob Lemmons

    As Director of Financial Planning, Rob is responsible for every client’s financial planning experience with Total Wealth Planning. His team’s unique, comprehensive discovery process helps clients set specific financial and personal goals and objectives. A Principal, Rob’s professional passion drives developing a customized, Total Wealth Plans for wealth management clients. His credentials cover:
    • 20+ years of financial planning, investment advice and tax reduction strategies to affluent clients located worldwide
    • Specializes in maximizing wealth for retirement and financial independence; expertise in corporate retirement plans and complex executive incentive compensation programs such as non-qualified employee stock options, incentive stock options, and restricted and performance based shares
    • Expert on employee benefits including those offered through Procter & Gamble, Chevron, General Electric, Johnson and Johnson, Fifth Third Bank and other Fortune 500 companies
    • Certified Public Accountant (CPA), CFP®, and Certified Exit Planning Advisor (CEPA)
    • Member of American Institute of Certified Public Accountants, Ohio Society of CPAs, Financial Planning Association (FPA)
    • Registered Financial Advisor with National Association of Personal Financial Advisors (NAPFA)
    • Accredited Investment Fiduciary AIF® designation through the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business
    Rob is frequently invited to speak on financial planning and tax advisory topics. He enjoys spending time with his three children, coaching various sports and regularly volunteering at his children’s school. Rob serves on the board of the Over-The-Rhine & Walnut Hills Soup Kitchens & Pantry.
     
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