Robin Haffer

Title:Senior Financial Advisor

Education:Bachelor of Science (B.Sc.) in Economics and Finance; Friedrich-List University, Ulm, Germany

Robin Haffer

With 20 years of experience in the wealth management and banking industry, Robin is a Senior Financial Advisor in Cherry Bekaert’s Austin, TX market. Since 2001, he has assisted clients with wealth accumulation, wealth protection, and wealth transfer strategies. Robin provides guidance to high-net-worth individuals, business owners, and executives.

Originally from Germany, Robin’s began his career by working with affluent clients and their complex financial needs, not only in Germany, but also in Turkey and Russia. He also helped expand the Wealth Management Services offering for one of the largest banks in the world.

Robin is passionate in helping his clients achieve economic success and financial security. As part of the Cherry Bekaert Wealth Management team, Robin provides comprehensive wealth management services that are tailored to his client’s needs, priorities, and preferences through the integration of investment and tax management. He specializes in designing diversified investment allocation strategies customized to meet each client’s overall financial objectives. He also works in the area of corporate retirement planning and executive benefits.

 

Specialties/Areas of Expertise

  • Corporate Benefits & Retirement Plans
  • Estates & Trusts Financial & Retirement Planning
  • High-Net-Worth Individuals & Families
  • Investment Portfolio Management
  • Life, Disability & Long Term Care Insurance
  • Small Business Owners

Professional Involvement

  • Series 66 Investment License
  • Life & Health Insurance Licenses