Robert Single
Financial Strategist, Vice President
“Someone is sitting in the shade today because someone planted a tree a long time ago.”
A compassionate financial strategist with years of experience, Robert specializes in empowering clients who are nearing retirement and seeking guidance to ensure their wealth is built to sustain this next chapter of their life.
Robert has always been focused on financial markets and guided by his father’s wisdom, started investing when he was in high school. Over the course of 25 years as a petroleum geologist and college instructor, he further honed his skills in saving, stock picking, and creating his own retirement portfolio. When the time came to switch careers, transitioning to the financial services industry was a natural choice – a perfect opportunity to leverage his experience with markets, educating others, and simplifying complex concepts into easily understandable ideas. He spent four years building a business with Edward Jones before joining the less bureaucratic and independent Prism Financial.
Today, Robert is dedicated to forming deep connections with his clients whose personalities complement his own. This bond goes beyond a mere professional relationship; it’s built on trust and the assurance that he will always act as a fiduciary, putting your best interests first.
Robert takes pride in his role as vice president at Prism Financial, where his commitment to client satisfaction always shines through. Robert’s mission with each client revolves around three vital pillars. First, listening intently to your life stories to understand what truly matters to you. Next, collaborating with you in the construction of your own personal investment portfolio so it aligns with your timeline and risk tolerance. Finally, communicating with you at least annually to update your plan to reflect any changes to your near- and long-term goals.
Outside of the office, Robert enjoys spending time with his wife Pauline and their son Josef. Whether it’s cooking, gardening, reading biographies and historical fiction, baking artisan bread, stamp and coin collecting, traveling, exercising, skiing, or supporting his son’s sporting events, Robert embraces diverse experiences that fuel his personal growth and happiness.
