Robert McMahon, CFP®


Robert McMahon believes every client needs a solid dependable financial plan that is flexible enough to meet their changing needs and situations.


Robert McMahon III, Financial Consultant and Certified Financial Planner™ at DFCU Financial Partners, registered through our broker/dealer CUSO Financial Services, L.P. (CFS).*

With years of experience in the insurance and investment industry, he will work with members to create, implement, and monitor their financial plan.  Robert believes every client needs a solid dependable financial plan that is flexible enough to meet their changing needs and situations.

Robert specializes in helping his clients understand how to position their assets to achieve their goals, and takes the time to educate his clients on the investment they own, why they own them and what they can expect.

Robert attended the University of Michigan and received a Bachelor's degree in finance from Walsh College. Robert holds his Series 6, 63 and 65 FINRA licenses and is also licensed to offer life insurance in the state of Michigan.  
 
As well as spending time with his wife, son and daughter, he enjoys playing golf and coaching.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.

 

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