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Robert Touzeau

Financial Services Professional, Special Care Planner

LUTCF®, ChSNC™, CLU®

Biography

Robert is a former member of the U.S. Air Force and served our country in Operation Desert Storm. Upon graduating with a bachelor of science degree in finance from Bloomsburg University, Rob began his financial services career with a focus on helping business owners, professionals, pre – retirees, and retirees.

He is a native of the Lehigh Valley and has spent over 20 years building his practice and positive reputation in the community. As the father of a son with Down Syndrome, Rob has developed a passion and skill for working with more complex situations that typically involve children and adults with special needs. For this reason, he earned his Chartered Special Needs Consultant (ChSNC) designation from the American College and became a SpecialCare Planner.

He acts as an advocate for his families and as a financial coordinator bringing together the efforts of attorneys, accountants, and trust officers.

Rob is married with 4 children, Victoria, Ryan, Adam, and Isabella, and he resides in Center Valley, PA. He is an active member of the Eastern PA Down Syndrome Center (EPDSC).

Education

Bloomsburg University

Community Involvement

Eastern PA Down Syndrome Center (EPDSC)

Focus Areas

  • Insurance Strategies
  • Investment Strategies (Reg. Reps Only)
  • Special Needs (ChSNC Required)

Languages

  • English

CRN202305-282794

Check the background of this investment professional on FINRA's BrokerCheck