Rob Lemmons, CFP®, CPA, AIF®, CEPA, Member
As Director of Financial Planning, Rob is responsible for every client’s financial planning experience with FMG. His credentials cover 20+ years of financial planning, investment advice and tax reduction strategies to affluent clients located worldwide; Specializes in maximizing wealth for retirement and financial independence; expertise in corporate retirement plans and complex executive incentive compensation programs such as non-qualified employee stock options, incentive stock options, restricted and performance based shares; and expert on employee benefits. Certified Public Accountant (CPA), CFP®, and Certified Exit Planning Advisor (CEPA); Member of American Institute of Certified Public Accountants, Ohio Society of CPAs, Financial Planning Association (FPA); Registered Financial Advisor with National Association of Personal Financial Advisors (NAPFA); and Accredited Investment Fiduciary AIF® designation through the Center for Fiduciary Studies in association with the University of Pittsburgh Joseph M. Katz Graduate School of Business. Rob is frequently invited to speak on financial planning and tax advisory topics. He enjoys spending time with his three children, coaching various sports and regularly volunteering at his children’s school.