Robert T. Edgar, CPA, CFP®*, MPA
Financial Advisor / Retired Shareholder
Master of Professional Accounting
University of Texas at Arlington
Areas of Expertise
- Financial Reporting and Planning
- Business Succession Planning
- Estate Planning
Robert has practiced public accounting since 1982 and became a shareholder with the firm in 1987. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994. In addition, Robert has passed the FINRA Series 7* & 66* exams and holds his Group I Life, Health and Accident license.
Robert is a board member of the Better Business Bureau of Southeast Texas and the Foundation of Southeast Texas. Mr. Edgar is a member of the American Institute of CPA's, the Financial Services Institute, and the Texas Society of Certified Public Accountants and is a past president of the Southeast Texas Estate Planning Council. He is active in the men's ministries at his church, Encounter Church.