Robert Gurman

Robert Gurman

CERTIFIED FINANCIAL PLANNERâ„¢ professional, Investment Advisor Representative

Domicile State: MA
Office: 978-646-3062

Robert began his career as a financial services executive in 1991. A graduate of Northeastern University. Robert Gurman is a CERTIFIED FINANCIAL PLANNERTM, practitioner from the Certified Financial Planning Board of Standards. He has also earned the designations Chartered Life Underwriter, Chartered Financial Consultant, Certification of Long-Term Care, Accredited Estate Planner, Chartered Advisor for Senior Living. He is a member of the Financial Planning Association, and has qualified for Million Dollar Round Table. He is a Leaders and Presidents Conference Qualifier, and have earned the 5 Star Wealth Manager award in 2013, 2014, 2015 and 2016. Robert is the former President of the Essex Estate Planning Council and Golf Committee Chairman at Kernwood Country Club in Salem, MA.

Robert resides in Marblehead, Massachusetts with his wife Martha, daughter Jessica, and son Michael.

He is committed to building long-term relationships with his clients and helping them reach their goals is his number one priority. Drawing on his knowledge, know-how, experience, and planning tools, he helps build financial freedom for his clients.


The FIVE STAR Award is granted by Five Star Professional, an independent 3rd party marketing firm. This award is not indicative of future performance or success and stems from nominations by industry professionals in a given market area and based upon objective criteria including retention rates, client assets administered, firm review and favorable regulatory and complaint history.