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Rob Thompson

Wealth Advisor

KMG Fiduciary Partners

United States, Ohio, Mason

About Me

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

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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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