Robert’s Approach
Robert M. Myers
CFP®
Financial Advisor / Member Owner
Overview
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.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Iowa
Bachelor of Business Administration in Business Management
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Linn Mar School Foundation – board member
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) 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.