Broker Check
Robert T. Edgar, CPA, CFP®*, MPA

Robert T. Edgar, CPA, CFP®*, MPA

Senior Financial Advisor

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.