< BACK TO ALL PLANNERS & STAFF
Robert H. Ellrich
CFP®
Financial Planner
About Robert H. Ellrich
Meet Rob
Robert Ellrich is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) practitioner and an associate with Heritage Financial Consultants. Since 2005, Rob’s practice has concentrated on wealth creation and preservation for individuals, families, and business owners.
Rob was born in Baltimore, where he graduated from St. Paul’s High School. He still resides in Baltimore with his wife and two boys. His hobbies include playing with his kids, golf, squash, and hunting. He graduated from The University of Delaware with a B.S. in Finance.
Certifications
- CERTIFIED FINANCIAL PLANNER practitioner (CFP®)
- Registered Investment Advisor Representative
- FINRA Series 7 & 66 registered
- Life and Health insurance registered
Education
- B.S., University of Delaware
Community Involvement
- The William S. Baer School (Board Member)
Robert H. Ellrich's Team
Ross Eagles
Associate Planner
Adam Green
Planner Assistant
Primary Clients or Industries
High net worth individuals
Corporate executives
Families
Business owners
Primary Service Areas
Investment management
Executive benefits and compensation
Retirement planning
Estate planning
Life, disability, and long-term care planning
Asset management
Education funding
307 International Circle, Suite 390 Hunt Valley, MD 21030
