Broker Check
Robert Pessell, CFP

Robert Pessell, CFP

Managing Partner, Financial Advisor

Robert Pessell joined FMS Financial Partners, Inc. in 1982 and earned his insurance license shortly thereafter. As an industry veteran with more than 30 years' experience, Bob provides expert insight and advisory services to companies, organizations, business owners, affluent individuals and their families.

Robert is a Certified Financial Planner and earned his certification in 1989. Bob works with clients to develop and implement employee benefit strategies, insurance and wealth management solutions. As part of this rewarding process, Robert takes pride in collecting and analyzing each client's information, their specific financial goals and hopes for the future. His expertise is extensive and includes but is not limited to investments, retirement plans, life insurance, disability insurance, long term care insurance, health insurance, estate planning matters, employee benefit programs, human resources and employee benefit compliance. Bob has his FINRA series 6 (Investment Company Products/Variable Contracts Limited Representative) and 63 (Uniform Securities Agent State Law Examination) licenses and is registered with Kestra Investment Services, LLC.

Bob has been married to his wife, Kim, for over 30 years and has two children, Michael and Marissa.

California Insurance License #0625515