Robert Reedy, CLU®, ChFC® is a partner at CPS Private Client Solutions. He has over two decades of experience specializing in crafting tailored financial solutions for business owners and high-net-worth families.

Rob is well-known in the insurance industry for his needs-based approach. He is particularly sought after for his expertise in business succession planning, executive benefits, charitable giving, and estate planning. He collaborates closely with advisors to develop individualized strategies that align with each client’s unique financial goals. Rob holds FINRA Series 6 and 63 registrations, as well as life and health insurance licenses, and is a registered representative of and offers securities through Capital Synergy Partners, Inc., Member FINRA / SIPC, and CPS Financial & Insurance Services, Inc., Member FINRA.

He holds both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from The American College of Financial Services. Outside of work, Rob enjoys traveling and surfing.