Robert L. Franer III, AAMS®
LPL Financial
Biography
Robert attended Belmont Abbey College in North Carolina where he received an Honors Fellowship through the college’s Honors Institute, and graduated in May 2012 with a Political Philosophy degree. After returning to Cincinnati he joined his father’s business in August of 2012 and became a partner in 2015. We strive to offer excellent customer service and personalized strategies for our clients.
He lives with his wife and their three sons near Batavia, OH. Robert loves spending time with his family, reading, continuing to learn, basketball, and has stepped up his golf game. He and his family are parishioners of St. Gertrude Parish in Madeira.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Website
www.castellumfinancialadvice.com
Phone
Office: 513-334-1621
Cell: 513-434-3583
Fax: 513-806-2864
Address
8044 Montgomery Rd Ste 700
Cincinnati, OH 45236
Specialties:
Financial Planning, Tax Planning, Investment Planning, Retirement Planning, Estate Planning, Cash Flow/Budgeting Planning, Education/College Funding Planning, Personal Wealth Planning, Personal Finance, Insurance Planning, Student Loan Repayment
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