Broker Check
Robert Anderson, AIF®, CFP®, RFC®

Robert Anderson, AIF®, CFP®, RFC®

Principal and Managing Director

Bob's financial services career began in 1987 at a national brokerage firm and continued to develop his career at a regional independent investment advisory firm for the next serval years. In 1999, Bob went out on his own to start an advisory firm and soon landed in Lake Geneva, Wisconsin with what is now Voyager Wealth Management, LLC. Bob continues to help individuals and small businesses with their investment, planning and company retirement plans.

Bob earned a Bachelor of Arts degree in economics from Northern Illinois University in 1987. He previously earned an Associate degree in business from Rock Valley College in 1984. Bob is an Accredited Investment Fiduciary® (AIF®) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). Bob is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).

Bob resides in Lake Geneva with his family. He is the father of two boys who keep him active. Bob spends his free time with his boys watching the Brewers and Cubs games and going to swim meets. Bob also enjoys playing golf and traveling with his wife to the new destinations.

Bob’s mission is to be an exceptional steward of the firm’s clients and build a great wealth management firm that has a client-centered approach delivering comprehensive wealth management.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.