Rob began his career in the financial industry in 2016 as a public accountant with PricewaterhouseCoopers. After several years in accounting, he decided to pursue a path with a greater focus on helping individuals achieve their goals. Joining a financial advisory firm in the Cincinnati area, Rob worked closely with clients to develop and implement efficient financial plans. His experience in both tax and financial planning make him a great addition to the KMG Fiduciary Partners team. "Building relationships is the foundation of my business. I am able to utilize my CPA license to help clients with tax planning while more broadly focusing on their financial plan in order to help them reach
Rob Thompson
Wealth Advisor
KMG Fiduciary Partners
United States, Ohio, Mason
About Me
Profile Information
Wealth Advisor
KMG Fiduciary Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Mason
Ohio
United States
Aug 7, 2024
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