Robert Gurman, CLU®, CLTC, ChFC®, AEP, CFP®
Financial Services Representative, Financial Planner
At Tower Wealth Advisors it is our goal is to provide families and business owners with assistance in building their financial freedom. We strive to help you consolidate, coordinate and simplify your finances so you can live comfortably in retirement. We have the skills, knowledge and experience required to help meet my client's established goals. Our goal is to become a lifetime resource for each and every client.
Robert began his career as a financial services executive in 1991. A graduate of Northeastern University. Robert Gurman is a CERTIFIED FINANCIAL PLANNERTM, practioner from the Certified Financial Planning Board of Standards. He has also earned the designations Chartered Life Underwriter, Chartered Financial Consultant, Certification of Long-Term Care, Accredited Estate Planner, Chartered Advisor for Senior Living. He is a member of the Financial Planning Association, and has qualified for Million Dollar Round Table. Robert earned the 5 Star Wealth Manager award* in 2013, 2014, 2015 and 2016. Robert is the former President of the Essex Estate Planning Council and Golf Committee Chairman at Kernwood Country Club in Salem, MA.
Robert resides in Marblehead, Massachusetts with his wife Martha, daughter Jessica, and son Michael.
He is committed to building long-term relationships with his clients and helping them reach their goals is his number one priority. Drawing on his knowledge, know-how, experience, and planning tools, he helps build financial freedom for his clients.
He can also help you achieve these goals:
- Wealth Management Strategies
- Estate Conservation Strategies
- Business Succession Strategies
- 401(k) Rollovers
- Fee Based Financial Planning
- Tax planning
- Retirement Planning
- Retirement Plan Distribution Strategies
- Gifting Strategies
- Business Continuation and Preservation Strategies
- Life, Disability and Long Term Care Insurance
- Medicaid Planning
*The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets administered.