Robert Kinberger has more than 31 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 a 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, 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 20 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 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 works in the Financial Services Industry with Fidelity Investments. Emma is a recent graduate from the University of Tampa and has started her own Graphic Design and Marketing Firm. 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, watching college football and traveling with his girls.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.