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Robert DeChick

Broker
With over 25 years of experience in the financial services industry, Robert DeChick, advisor, has established himself as a trusted financial advisor, providing expert guidance to individuals, families, and business owners. Since starting his career in 1999, Robert has specialized in retirement planning, investment strategies, insurance, and estate planning. As the founder and co-owner of Courtland Walker Financial Group, he has built a firm prioritizing personalized financial solutions to meet each client's needs. His qualifications, which include licenses such as Series 6, Series 66, and Series 7, as well as an insurance license, enable him to offer a broad spectrum of financial services to clients across various stages of life. Robert’s work is consistently recognized for its quality and integrity. Orlando Magazine honored him with the Five Star Wealth Manager of the Year award for four consecutive years (2013-2016), which acknowledges outstanding performance in client service and financial expertise. He earned a bachelor’s degree in public administration and finance from Iowa University, which provided a solid academic background that supported his strategic financial decision-making. At Courtland Walker Financial Group, Robert leads a team of professionals who work closely with clients to develop personalized strategies to help them achieve their financial goals. The firm offers retirement, investment management, life insurance, and estate planning services. His client-centered approach emphasizes open communication, ensuring clients are fully informed and confident in their financial decisions. He takes the time to understand each client’s unique situation, allowing him to design comprehensive financial plans that address their specific objectives. In retirement planning, Robert helps clients create a roadmap for their future. Whether clients are just starting their careers, saving for retirement, or already in retirement, he assists them in building strategies that ensure a secure financial future. He helps clients optimize their 401(k) contributions, choose between traditional IRAs, Roth IRAs, and SEP IRAs, and explore the potential benefits of annuities. Robert evaluates each client’s risk tolerance and retirement goals, creating a plan that balances growth and security to meet their long-term needs. In investment management, Robert takes a personalized approach, helping clients develop asset allocation strategies that align with their goals and risk tolerance. He ensures that clients’ portfolios are diversified, minimizing risks while maximizing returns. His focus on tax-efficient investing further helps clients reduce their tax burden and enhance the overall performance of their portfolios. He carefully monitors market trends and adjusts investment strategies to ensure clients’ financial plans stay on track. Robert also provides life insurance services to help clients protect their families and businesses. Whether term life insurance, whole life insurance, or policies designed for business owners, he ensures that clients are adequately covered in unforeseen circumstances. Additionally, he assists clients with estate planning, helping them preserve and pass on their wealth to future generations. Robert served four years as a military veteran in the United States Air Force, earning an Honorable Discharge and a Meritorious Service Medal. His service as a Disabled Veteran instilled in him a strong sense of discipline and a commitment to service, which he applies to his financial practice. Through Courtland Walker Financial Group, Robert DeChick continues to help clients achieve their financial goals with expert advice, personalized strategies, and a client-first approach. His years of experience, dedication to his clients, and comprehensive financial expertise make him a trusted advisor for individuals seeking to secure their financial future.
Clermont, Lake, State of Florida, United States
United States

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Professional Background

  • Current Status
    Employed
  • Profession
    Other
  • Fields
    Public and Local Agencies
  • Work Experience
    6-10 years (6-10 years relevant)
  • Management
  • Skills
    Excel
    PowerPoint
  • Highest Level of Education

Job Search Preferences

  • Current Status
    Open to opportunities
  • Desired Job Type
  • Desired Positions
  • Desired Work Locations
  • Freelance

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