221 3rd Avenue SE Suite 215 Cedar Rapids , IA 52401

319.364.3041

Robert “Rob” Myers serves as a financial advisor in Savant’s Cedar Rapids, Iowa, office, where he focuses on comprehensive financial planning for individuals and families. As a CERTIFIED FINANCIAL PLANNER® professional, he guides clients through wealth transfer and philanthropy strategies, proactive income and estate tax planning, retirement cash flow and income optimization, insurance analysis, debt management, and education funding.

He worked with World Trend Financial from 2008 until it joined Savant in 2022. He contributes to the broader community through his service on the board of directors for the Linn Mar School Foundation.

Rob earned a bachelor’s degree in business management from the University of Iowa. He and his wife, Stefanie, live in Marion, Iowa, with their two children, Matthew and Natalie. Rob stays active by biking, golfing, and coaching his kids’ teams. A dedicated Iowa Hawkeye and Chicago Cubs fan, he cheers them on during every season.

Education &
Designations

University of Iowa
Bachelor of Business Administration in Business Management
CERTIFIED FINANCIAL PLANNER® professional

Affiliations &
Community Service

Linn Mar School Foundation – board member

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Contact Robert

"*" indicates required fields

URL

This field is for validation purposes and should be left unchanged.

First Name*

Last Name*

Email*

Phone*

Are you a Savant client?*

Message*

WITHDRAWAL OR TRADE POLICY: SAVANT IS NOT RESPONSIBLE FOR PLACING ANY TRADES FROM INSTRUCTIONS LEFT VIA ELECTRONIC MAIL OR VOICE MAIL. Please note that we will not act upon withdrawal or trade instructions via electronic mail or voice mail request without first acknowledging a correct understanding of the request with you. If you do not receive a response from us, please contact us by telephone (866-489-0500) to ensure that we received your request.

Please remember to contact Savant, in writing, if there are any changes in your personal financial situation or investment objectives for the purpose of reviewing our previous recommendations and/or services, or if you want to impose or modify any reasonable restrictions to our investment advisory services. Savant shall continue to rely on the accuracy of information that you have provided. Please be advised that there can be no assurance that any email request will be reviewed and/or acted upon on the day it is received. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees continues to remain available for your review upon request or at savantwealth.com.

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.