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Manager Overview
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Robert B. Friedland, Ph.D., founded Friedland Financial Planning, Inc., with one mission: to help families plan for life with confidence in their financial decisions. To ensure that the company’s focus is entirely on you, we do not sell any products or accept any form of commission. We only provide strategic financial and investment advice and any assistance needed to implement that advice. The investment choices recommend are based on our knowledge of what is best for you, and you alone.
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Experience & Disclosure
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My CRD Number:
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5105201 |
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Firm CRD Number:
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139808 |
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Work Experience:
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Robert is recognized nationally as a public policy expert on Social Security, pensions, health care, and long-term care. He has devoted 30 years to policy research, teaching, and working with state and federal policy makers helping to promote policies that improve retirement and retirement income. Robert earned a Ph.D. in Economics from George Washington University and has held key positions at the State of Maryland Medicaid program, the Employee Benefit Research Institute, and AARP. In 1994, Robert founded the National Academy on an Aging Society, which later became the Center on an Aging Society when he moved into Georgetown University. Robert continues to conduct research and teach health economics, business statistics and research methods at Georgetown University.
In 2006, founded Friedland Financial Planning. |
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Academic Background:
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Ph.D. in Economics, the George Washington University |
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Services
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Types of Investments:
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Stocks
Bonds
Mutual Funds (both active and passive)
Exchange Traded Funds (passive only)
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Qualifications
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Certifications, Accreditations and Designations:
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Series 65, examination
Candidate for CFP® certification (passed the CFP® Certification Examination).
Training, Garrett Planning Network
Courses at Boston University Financial Institute
Member, Financial Planning Association
Member, National Association of Personal Financial Advisors
Member, Garrett Planning Network
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Compensation
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New Client Minimum Portfolio Size:
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none |
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Fee:
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Project Based Fee |
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Money Manager Articles
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