PFM - Key Persons
Job Titles:
- Financial Advisor / Close
Job Titles:
- President / Financial Advisor / Close
Dr. Robert Frey, MS, CFP® formed Professional Financial Management in 1991 to provide advice deeply customized to those he served - advice that he himself was hard-pressed to find. Dr. Frey believed that only by understanding his clients and operating as a fee-only firm could he recommend solutions that made sense for their lives. Further, he sought to apply an academic perspective to create such solutions.
Job Titles:
- Operations & Client Services Associate
I'm committed to helping make your experience with our firm seamless. By understanding your needs, I work to take care of the administrative details with the larger goal of securing your financial health for the long term.