Robert Templeton, CKA

Wealth Management Advisor
Robert Templeton, CKA

Robert Templeton was born and raised in Orangeburg, South Carolina where he quickly developed an appreciation for hard work as a result of working on his grandparents’ farm. After high school, Robert received an Associates Degree from Orangeburg-Calhoun Technical College, and also a Diploma in Biblical Studies from Seminary Extension.

After some time in the manufacturing sector, Robert joined a financial services company in 1995. He holds his series 6, 7, 63, and 65 Securities Licenses. He is a Chartered Mutual Fund Counselor in addition to a Chartered Retirement Plans Specialist from the American College of Financial Planning.

As Robert’s practice grew, he realized the value of comprehensive financial planning and that the needs of his clients were both common and unique to each individual client. He realized that we should always plan with the end in mind.

Today, Robert is a Dave Ramsey SmartVestor Pro. He is married to Linda, and has two sons, both married to wonderful young ladies. He enjoys a good non-fiction book, history, gardening, politics to a degree, and music. He is a member of a bluegrass band in his community known as the “Pinehill Ramblers”. He has noticed that the older he gets, the more he realizes how much he enjoys the simpler things in life, such as a convertible ride on a cool summer evening.

Robert is an ordained Southern Baptist Minister, having served in various churches in South Carolina. He is currently serving as a State Board Member for the South Carolina Division of Child Evangelism Fellowship, (CEF). Robert’s past community service includes serving as a Trustee for Coastal Carolina University, President of the Kiwanis Club of Orangeburg, Board member for the Orangeburg Chamber of Commerce, board member for Livingston Christian Academy, and Head Baseball Coach for Orangeburg Christian Academy. When he has “down time”, which seems to be never, he can be found tinkering with an old automobile in need of restoration.


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