For nearly thirty years Robb McKinney, CFS, CLTC, CRPC®, Founder of Bridgeview Wealth Inc., has facilitated individuals, families and businesses in gaining greater clarity in regard to their big picture wealth goals. Robb’s customized approach to financial advisement is the hallmark of his belief every clients’ desired success is unique and should be treated as such.
He and his team view wealth as including intellectual, human and financial capital. They have developed The Ultimate Discovery Experience®, or TUDiE, a unique blend of financial and life planning, coupled with direct estate coaching. Bridgeview uses the process to assist wealth holders with communication, understanding and preservation of wealth, as they capture, document and share family stories, values and passions. The TUDiE® experience benefits not only this generation, but those that follow.
Robb is a long-time member of The Purposeful Planning Institute and The National Association of Christian Financial Consultants. He is certified as a Whole Family Advisor® and a Sunbridge Certified Legacy Advisor. He and his team are also trained Relational Wealth Advisors. Robb has been a sponsor of The University of Pittsburgh’s Institute for Entrepreneurial Excellence, a graduate of their Entrepreneurial Fellowship Program and a featured writer for the organization’s newsletter.
Robb is active in his church. He has three adult children and is G-Daddy to four wonderful grandsons.
Robb (Robert) is Licensed in Alabama,Alaska,Arizona,Arkansas,California,Colorado,Connecticut,Delaware,Florida,Georgia,Hawaii,Idaho,Illinois,Indiana,Iowa,Kansas,Kentucky,Louisiana,Maine,Maryland,Massachusetts,Michigan,Minnesota,Mississippi,Missouri,Montana,Nebraska,Nevada,New Hampshire,New Jersey,New Mexico,New York,North Carolina,North Dakota,Ohio,Oklahoma,Oregon,Pennsylvania,Rhode Island,South Carolina,South Dakota,Tennessee,Texas,Utah,Vermont,Virginia,Washington,West Virginia,Wisconsin,Wyoming
Robb (Robert) has been an NACFC Member since 1997