Robert Hy Gorman, CLU®, ChFC®, CFP®, AEP®, CASL®
Wealth Management Advisor


The Gorman Financial Group

Professional

Robert Gorman is currently an Estate and Business Planning Specialist.  He has been a Wealth Management Advisor since 2011.  Robert Gorman was appointed Field Director from 2008 to 2012. Previously he had served as the College Unit Director from 2005 to 2008. He sees the organization as one big family and is focused on building client relationships as well as recruiting and developing the next generation of leaders.

Robert  has received the professional certification of CERTIFIED FINANCIAL PLANNER ™ (CFP®).
 
CERTIFIED FINANCIAL PLANNER(CFP®)
Robert is proud to be certified by the Certified Financial Planner Board of Standards Inc. (CFP Board) as a financial planner who is committed to competent and ethical behavior when providing financial planning. To be certified by the CFP Board, Robert has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
 
Robert has also received the professional designations of Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) from the American College.
 
Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for individuals involved with the protection, accumulation, preservation and distribution of the economic values of human life. For agents, field managers, home office personnel, and others involved in the provision of life insurance to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.
 
Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. 
 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Robert Gorman.

 

Accredited Estate Planner (AEP®)
The NAEPC’s particular focus is on Accounting, Insurance, Law, Trust Services and Financial Planning. Accredited Estate Planner (AEP) is available to individuals in all five disciplines. This designation is for individuals who have met the requisite requirements, including estate planning experience and recommendations by colleagues, and currently requires completion of certain graduate estate planning courses. All individuals obtaining the AEP designation demonstrate commitment to the team approach in estate planning.

 

Maser of Science in Fianancial Services (MSFS)

 

Associations and Memberships

Million Dollar Round Table (MDRT) 

Member of the National Association of Insurance and Financial Advisors (NAIFA)

Member of the South Carolina Chamber of Commerce

Member of the Small Business Council, South Carolina Chamber of Commerce

Member of the National Association of Insurance and Financial Advisors (NAIFA)

Member of the Associated Builders and Contractors of the Carolinas, INC

Member of the Financial Planning Association

Member of the Estate Plannng Council of Charleston

Member of the National Association Estate Planning Council

Member of the American Association of Individual Investors

Member of The Harbor Entrepreneur Center

Member of The Charleston Digital Corridor

Member of DIG SOUTH Interactive Festival 

The Post and Courier 2016 Charleston's Choice Winner - Financial Planner

The Post and Courier 2016 Charleston's Choice Finalist - Investment Firm 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck