Robert W. Allen, MBA, ChFC®, CLU® Robert W. Allen, MBA, ChFC®, CLU®
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Direct:(804) 622-1721
Office:(804) 270-7626, ext. 1721
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Robert W. Allen, MBA, ChFC®, CLU®

Wealth management is not a sprint

As founder and managing partner of Capstone Financial Partners, Rob is responsible for all of the managerial duties that come with running a business. Still, his passion remains wealth management. Rob considers himself a financial personal trainer, helping clients to evaluate their resources and goals, then drawing up a roadmap that connects the two and outlines efficient and achievable steps to progress clients forward. He borrows this disciplined approach from his experience competing in the IRONMAN Triathlon, which requires a mental toughness that focuses on long-range planning for unexpected events ahead. Clients who share this love for feats of physical endurance are in luck: every spring Rob plans a bike trip through the Allegheny and Blue Ridge Mountains, covering 220 miles over the course of three days.

Staying active and finding a balance

Rob is happily married with four children, all of whom enjoy the great outdoors as much as their dad. For Rob, finding the right balance between family, work and exercise is the key to happiness. Making memories with his family at the beach during the summer or running and biking on the open road with clients and friends are just a few of the ways he prefers to pass the time. These activities have the added benefit of keeping Rob in shape both physically and mentally. He is especially fond of the way that exercise brings people together. Taking on a new challenge, alongside clients and friends, is a great way to get to know yourself and loved ones. Rob is active with the Richmond Triathlon Club and a member of Shady Grove United Methodist Church.

Education

Master of Business Administration, University of Richmond; Master in Education, Old Dominion University; Bachelor of Arts in Health, University of Richmond

Licenses

FINRA Series 7 (General Securities Representative) and Series 66 (NASAA Uniform Combined State Law) ; Life, Health and Annuities licensed in VA, MD, NY, FL, IL, NC, AZ, CA, GA, MI, PA, SC and WV

Designations

Chartered Financial Consultant® (ChFC®); Chartered Life Underwriter® (CLU®).