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LPL
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Robert J. Woerner, MBA, CRPC®, CFP®
Program Manager
LPL Financial LLC
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 3308
Mobile: 813.597.4936
Fax: 813.832.2288
Email: robert.woerner@growfinancial.orgRobert, who likes to go by “Bob,” was the first advisor on our team when Grow began offering retirement and investment services to our members.
He is an alumnus of the University of Maryland and has a bachelor’s degree and a Master of Business Administration from the University of South Florida. He is also a Chartered Retirement Planning Counselor℠ (CRPC®), a professional financial planning designation awarded by the College of Financial Planning.
Bob is also a Certified Financial Planner™. As a CFP Practitioner, he takes a holistic, personalized approach to bring all the pieces of your financial life together. As part of the CFP® examination, CFP® professionals also have made a commitment to the CFP Board to act as a fiduciary when providing financial advice to a client. This means they have agreed to put your best interests first, so they can provide you confidence today and a secure tomorrow.
A resident of the Tampa Bay area since 1994, Bob is actively involved with the community through his association with the Westchase Rotary Club, which is comprised of business and professional leaders who provide humanitarian service, promote high ethical standards in all vocations, and promote goodwill and peace around the world.
Bob and his wife, Kalah, have raised two sons, James and Sammy, and also adopted two dogs, Luna and June, from a local rescue organization. His personal passions include cross training fitness, and the craft beers which are a Tampa Bay area specialty.
Let Bob help build a personal plan to meet your needs, whether you’re planning for retirement, saving for college, protecting your wealth or transitioning through a major life event.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Grow Financial Federal Credit Union and Grow Financial Retirement & Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Grow Financial Retirement & Investment Services, and are employees of LPL. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Grow Financial Federal Credit Union or Grow Financial Retirement & Investment Services. Securities and insurance offered through LPL or its affiliates are:
NOT INSURED BY NCUA OR ANY OTHER GOVERNMENT AGENCY NOT BANK GUARANTEED NOT BANK DEPOSITS OR OBLIGATIONS MAY LOSE VALUE Grow Financial Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for Grow Financial Federal Credit Union to make these referrals, resulting in a conflict of interest. Grow Financial Federal Credit Union is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
