Robert Price

Financial Advisor

Robert Price is a native of Columbia, South Carolina. He attended Coastal Carolina University Wall College of Business where he graduated Cum Laude with a Bachelor’s of Science in Finance with a concentration in wealth management. Robert’s great passion is assisting clients with pursuing their financial dreams. No single approach is right for every individual, so Robert works with each client to understand their personal financial and retirement needs and custom tailors a financial plan to manage their assets and help them achieve their goals. He successfully completed the FINRA Series 7 and 66 Registration and holds licenses for State Life and Health Insurance.

Robert enjoys outdoor activities including hunting, fishing, golfing, competitive shooting sports, and scuba diving. He holds Basic, Advanced, and Rescue Scuba Diving Certifications as well as CPR and First Aid Certifications.

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Financial freedom begins with a recognition. It is then followed by a decision to leave where you are in pursuit of where you want to be.
Bob Deaton, CFP, CMFC

It isn’t how much money I’m making that will determine my financial success. Rather it is how much I’m keeping and how hard it is working for me.
Jay Brown

If we are planning for our future, we have to begin with the present. If we don’t identify our starting point, we will not have a direction to walk towards.
Ken Calcutt, CMFC

In the pursuit of our financial goals, we must be willing to adjust our strategies.
Robert Templeton, CKA, CRPS, CMFC