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Robert J. Carr III, CFP® AIF®

Robert J. Carr III,
CFP® AIF®

Financial Advisor

Bob Carr is a Financial Consultant with more than 30 years’ experience aiming to help plan sponsors and participants make informed decisions regarding their qualified plans and retirement needs.

Bob first entered the financial services business in 1986 with Sun Life of Canada (U.S.) where his focus was financial planning and company retirement plans. In 1992 he continued this focus but as an independent working at LPL Financial In 2006, Bob created R.J. Carr III & Associates, a Registered Investment Advisor, to help individuals with their financial planning needs. He joined SHA Retirement Group in 2015

Bob received his designation as a CERTIFIED FINANCIAL PLANNER™ from the College of Financial Planning and the Accredited Investment Fiduciary® (AIF®) designation. In addition to holding FINRA {http://www.finra.org} series 7, 24, 31 & 63 registrations through Triad Advisors, Bob is a Life, Disability and Annuity licensee.

When not working, Bob and his wife Janet enjoy spending time with their three daughters. Bob volunteers time to the seniors program “Meals on Wheels” and his church. He also enjoys golf, theatre, sporting events, skiing, travel and reading.