Find the Certified Financial Planner™
Who's right for you.

Robert P. Choiniere, CFP®

Plans to Prosper, LLC

109 Gateway Avenue
Suite 201
Wexford, PA 15090
Phone: (724) 935-5553

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Career Change
  • Investment Management
  • Life Planning
  • Retirement
  • Starting a Family
  • Sudden Wealth

 

About My Practice

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Insurance Licenses
Life insurance: PA, Health/disability insurance: PA, Fixed annuities: PA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
None/NA

 

How Planner Charges

Considerations: We offer both a single-meeting Financial Review and an annual retainer with comprehensive financial planning and investment advisory services.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.