Robert Stoll, CFP®, CFA Financial Design Studio

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About Robert Stoll, CFP®, CFA

My goal as an advisor is to bring clarity to your complex financial questions. If a client understands what they’re doing and – more importantly – WHY they’re doing it, then it helps ease the feelings of uncertainty and doubt so many of us face with our finances.

We work with two primary types of clients:
– Corporate Executives: In addition to retirement planning, college planning, and other family financial planning topics, we help you understand all the benefits that are offered by your company. Restricted Stock Units (RSUs), stock options, and deferred compensation can be powerful savings tools if planned well. Many companies also offer opportunities for more savings opportunities in your 401(k) plan beyond the pre-tax contributions you’re currently making.

– Near Retirees: The financial industry says a lot about saving for retirement, but doesn’t do a good job of explaining how to use those savings while you’re in retirement. We help map out a retirement income strategy so you can feel secure that you’ll be able to meet your living expense needs after you stop receiving your paychecks.

Our in-house tax planning service is a key differentiator as tax planning is critical to optimizing the value of planning strategies for executives and retirees alike.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

  • Business Executives
  • Business Owners
  • Christian Faith Based
  • Gen X
  • Tax Planning

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $125+/mo
  • Flat Fee: $1500+/engagement
  • Hourly Fee: $250+/hr
  • Assets Under Management: 0.60%

SEC Records

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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