Rob Jaffe, CFP®, MSPFP
Financial Advisor
Rob joined the team in 2017 and is a resource to clients in his ability to answer questions and create an impeccable client experience. He supports clients by leading the back office in portfolio design, as well as plan implementation.
Born and raised in Memphis, Rob holds a Bachelor of Science in Business Administration, with a double major in Finance and Accounting from the University of Tennessee, Knoxville. In 2023 he earned his Masters of Science in Personal Financial Planning as well as the CERTIFIED FINANCIAL PLANNER™ certification. When he is not cheering on the Volunteers, Rob spends most of his time outdoors. He loves anything sports-related, traveling, and attending live music events.
- Masters of Science in Personal Financial Planning at The College for Financial Planning
- Bachelor of Science in Business Administration (Accounting & Finance Major) at The University of Tennessee, Knoxville
- CERTIFIED FINANCIAL PLANNER™ Professional
- TN Life and Health Insurance License
- Series 6, 63, 65 & 7 Licenses
