Robert H. Kinberger

CFP®
Investment Managment Consultant
Registered Principal

Robert Kinberger has more than 33 years of experience working with families and non- profits to help them take the worry out of their financial affairs. While Robert's office is in Alexandria, Louisiana, he serves clients in the Southeast from Texas to Florida. Robert began his career with New York Life in 1991 and specialized in helping businesses and families with their investment and insurance needs. In 2000, he became an independent Financial Advisor and chose Raymond James Financial Services, Inc to assist him and his clients with their financial needs.

After joining Raymond James, Robert earned his Certified Financial Planner® designation in 2007 and attends several conferences each year to keep up with the latest economic trends and investment products. One conference he particularly enjoys is the Raymond James Alternative Investment Summit where he learns valuable information and actionable ideas from some of the brightest investment minds on Wall Street. This conference is by invitation only and has fewer than 200 advisors from across the Country in attendance. Robert has also qualified for the Raymond James Financial Services' Executive Council * every year since 2017 which demonstrates his high level of service and commitment to achieving his clients' goals.

Robert enjoys helping his clients clarify and achieve their financial goals. He currently works with just over 115 families, business owners, non-profits and Catholic organizations. With the small number of clients that Robert and his team serve, they are able to provide a high level of service and attention to each of them. Over the past 24 years, he has used his extensive training and experience in Institutional Money Management to serve a growing number of non-profits and Catholic Organizations. He particularly enjoys helping organizations who help others. He works with his Client Service Manager, Christy Nation and his partner, Evan Taylor who joined the firm in 2024. He also works with another 15+ support staff at the Raymond James Home Office in the Asset Management Services Department and Alternative Investments Department to provide personalized, comprehensive service for his clients. Robert strives to remove the stress from investing that is caused by the crazy world and 24/7 news cycle that we find ourselves living in today.

Robert has been married to his wife, Jennifer since 1995. They have 2 daughters, Ali and Emma. Ali is a graduate of LSU and is a second-grade teacher in Alexandria. Emma is a recent graduate from the University of Tampa and has moved back to Alexandria. She is the Manager of the Rapides Symphony Orchestra. Robert and his wife are members of Our Lady of Prompt Succor Catholic Church. Robert helps with the ACTS retreat ministry and is a member of a Friday morning men's prayer group. When he's not at the office, he enjoys fly fishing, playing golf, watching college football and traveling with his girls.

Membership on the Executive Council is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. No fee is paid in exchange for this award.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James is not affiliated with the above organizations and/or charitable causes.