Our Associates

Robert Apple
Financial Services Professional
CFP
Location
Cincinnati, OH

Robert Apple

Robert Apple is a CERTIFIED FINANCIAL PLANNER™ professional located in Cincinnati Ohio. Rob’s mission as a CFP® is to educate his clients, advocate on their behalf, and last but certainly not least help execute “custom fit” financial plans. Rob believes knowledge is key to a successful financial future. Whether goals include preparing for milestone life events like starting a family, sending kids to college, retirement, or putting together a Risk Management Plan, Rob’s promise is a new level of attention, insight and capability. Rob is committed to building long-term relationships with his clients drawing on his knowledge, experience, and world-class tools, to help them achieve their financial freedom.

Rob is a graduate of the Lindner College of Business at the University of Cincinnati and at the time of passing was one of the youngest CFP® professionals in Ohio. Rob and his wife Emily reside in Cincinnati with their daughter Riley, dog Bazil, and two cats Nugget and Juliet. In his free time you’ll find Rob at the ice rink playing in his adult hockey league, on the golf course, or touring the city hunting for the best craft brew. Rob also serves as a member of the University of Cincinnati’s Young Professional Board.

CA Insurance License # 4046608

CRN202506-2554194