Robert L. Moody III

CFP®, CEPA®


broker-check https://brokercheck.finra.org/

Qualifications

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Exit Planning Advisor ®

Services Offered

Financial Planning

Robert L. Moody III

CFP®, CEPA®

Professional

Robert is a member of our Fi Plan Partners Financial Planning Team. He has over 15 years of experience in the financial services industry. Robert brings to Fi Plan Partners extensive experience with a diverse client base. Robert takes pride in assisting clients with achieving their financial goals through customized financial planning, using our specialized process, Your Financial House.

Education

Robert received his undergraduate degree in Finance from Auburn University, and an Executive Certificate in Financial Planning from the University of Georgia. Robert has earned the Certified Financial Planner™ certification, representing the value of professional, competent, and ethical financial planning services. He is also a Certified Exit Planning Advisor, working with business owners to align both their business and personal financial goals. Robert has passed his General Securities Representative Exam (Series 7), Uniform Combined State Law Exam (Series 66), and the State of Alabama Life and Health Insurance Exam.

Personal

Robert and his wife Maury live in Mountain Brook, AL with their three children, Michael, Eliza, and Liam. In his spare time, Robert enjoys coaching little league baseball and basketball, in addition to playing tennis and golf. Robert enjoys teaching Sunday school and is an usher at The Cathedral Church of the Advent. He is also an advisory board member for the Greater Birmingham Auburn Club and loves cheering on the Auburn Tigers.

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