Robert Gurman

Robert began his career as a financial services executive in 1991. A graduate of Northeastern University. Robert Gurman is a CERTIFIED FINANCIAL PLANNER^TM, 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.

FIVE STAR WEALTH MANAGER:

This award has been awarded by Five Star Professional on 02/01/23 for the following period by 05/23/22 -  01/06/23.

2022: Issued 02/01/2022 for the time period 05/24/2021 - 11/19/2021

2021: Issued 02/01/2021 for the time period 05/25/2020 - 11/30/2020

2020: Issued 02/01/2020 for the time period 04/01/2019 - 12/13/2019

2019: Issued 01/01/2019 for the time period 04/18/2018 - 11/06/2018

2018: Issued 01/01/2018 for the time period 03/23/2017 - 11/10/2017

2017: Issued 12/01/2016 for the time period 03/26/2016 - 11/23/2016

2016: Issued 12/01/2015for the time period 05/18/2015 - 11/06/2015

2015: Issued 01/01/2015 for the time period 05/18/2014 - 11/06/2014

2014: Issued 01/01/2014 for the time period 05/18/2013 - 11/06/2013