Rob Legenhausen

A Financial Advisor for hard working people with determination, focus and commitment to planning for the long term.

From The Blog

Where Do We Go from Here?

Do the trends for the future toward technology and a more remote work environment interest you? “Chop it up” with Rob Legenhausen about topics like this and long-term investment planning.

You Can’t Grow a Beard Overnight!

Wouldn’t it be great if you could instantly grow a nice, full beard? Well, it takes a little time. The same is true in equity investing, and you probably will not see your money grow exponentially overnight. Seeing progress in your portfolio takes time.

What I Learned about Investing from Fantasy Football

Keeping track of a successful fantasy football team takes a lot of time and can be incredibly stressful. Rob encourages you to reach out to an advisor when it comes to investing rather than enduring the hassle of doing it on your own.

Meet Rob

Football helped shape who I am today, and I learned a lot of great lessons from the game. Work ethic, value based leadership, and communication to name a few. My old football coach at UCF used to tell us, “Never stop learning. Great players are students of the game.” That has stuck with me ever since and this is exactly my approach to financial planning. Be authentic, be relentless, and always be learning.​​​​​​​​​​​​​​​​​​​​

I work with clients from all walks of life and all professions. They’re teachers, lawyers, business owners and retirees. And although we may come from different backgrounds, I share some important traits with the clients I choose to work with: determination, focus and commitment to planning for the long term. If that describes you, we should talk.

How I Work

Number #1 - I Start With Questions

My relationship with my clients is long-term. That’s how I work. I’m not interested in selling you a product and moving on to the next “customer.” The relationships I have with my clients take some time to develop, but it’s worth the effort and I believe it’s the only way to do business.

Number #2 - I Help Manage Expectations

I will lay out exactly what you can expect from me and my team in the way of commitment, communication, and time.  We’re in this together.  Many of my clients think of me as a partner or coach, just as much as an advisor.

Number #3 - I Help You See The Now.

Let’s talk about what’s going on in your financial life right now. I’m talking about a crystal picture of the “now”. If we’re on the same page from day 1, we’ve taken the first step in laying the groundwork for a successful advisor-client relationship.

Number #4 - I Help You Take ACTION!

This is where I earn my keep. I will spend as much time and effort as necessary to put together a plan based on your goals, and I won’t quit until you’re comfortable with that plan. That’s my commitment to you

Stats

  • 15 Years’ experience as a Financial Advisor
  • CLU®​ Chartered Life Underwriter and CPFA® Certified Plan Fiduciary Advisor
  • Past President of National Association of Insurance and Financial Advisors (NAIFA) Central FL
  • Rollins Alumni, Economics
  • Played College Football at Jacksonville University and UCF

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