Broker Check
Robb Pryor, CFP ®, EA

Robb Pryor, CFP ®, EA

Financial Advisor

With the help of a good financial plan, I believe anyone can anyone can achieve financial security.  I develop and implement complete financial planning to help my clients achieve their financial goals.

I started my financial services career as an Enrolled Agent, providing tax advice and planning.  About 5 years into my career, it became apparent to me that many of my clients needed more than tax advice and planning, they needed complete financial plans.  I embarked on the path to becoming a CERTIFIED FINANCIAL PLANNERTM professional.  After 3 years of course work at the University of California, Berkeley, I passed the CFP® certification in the summer of 2019 and have been helping my clients with financial planning since then.

I am a recent transplant from California where I’ve spent all my adult life.  When I am not stuck behind a desk, I am looking for places to Kayak and this year, plan to try my hand at making hard cider.

Designations & Licensing

  • Registered Representative and Investment Adviser Representative since 2017
  • FINRA Series 7 and 66 securities registrations
  • CERTIFIED FINANCIAL PLANNERTM professional since 2019
  • Enrolled Agent since 2011

Tax services are not offered through, or supervised by, The Lincoln Investment Companies.