Grow Financial Federal Credit Union


Robert J. Woerner, MBA, CRPC®, CFP®

Robert J. Woerner, MBA, CRPC®, CFP®

Program Manager

CUSO Financial Services, L.P.
9927 Delaney Lake Drive
Tampa, FL 33619
Office: 813.837.2451, ext. 3308
Mobile: 813.597.4936 
Fax: 813.832.2288

Robert, 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 your Financial Advisor with FINRA’s BrokerCheck.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.