Robert A. Strobel, III, CFP®, RICP®, LUTCF®

With over 30 years of experience in the financial services industry, I embody a client-first philosophy and possess a profound understanding of wealth management as a CERTIFIED FINANCIAL PLANNER™ professional, and Retirement Income Certified Professional® (RICP®) at Benjamin F. Edwards in St. Charles, IL.

My career began in 1994 at A.G. Edwards, a firm renowned for its strong client relationships and exceptional advisor support. Throughout my journey, which included transitions to Wachovia Securities and later Wells Fargo Advisors, I have still been dedicated to aiding individuals and families in achieving their financial goals with integrity and personalized guidance.

In 2021, I joined Benjamin F. Edwards, attracted by their enterprising spirit and steadfast commitment to client service—values that resonate deeply with my own. I specialize in retirement planning, guiding clients through the complexities of preparing for and enjoying retirement. From developing income strategies and tax-efficient withdrawal plans to legacy planning, I collaborate closely with each client to create a customized roadmap that aligns with their unique goals and lifestyle.

Outside of my professional life, I enjoy hiking, scuba diving, and golfing (still perfecting my swing!). I have a passion for reading historical biographies, staying active, and traveling to culturally rich and naturally beautiful destinations. As a coffee and healthy eating enthusiast, I strive for balance through my involvement with Christian and U.S. Veteran organizations, as well as spending quality time with family and friends. These interests keep me grounded and provide a thoughtful, well-rounded perspective in my work.

Whether you are planning for retirement, navigating a life transition, or looking to grow and preserve your wealth, I am here to help you confidently chart your financial path forward.