Robert Papelian

CFA®, CMT, CFP® | Chief Investment Officer

11

Years

Total Experience

2

Years

With REDW

Specializing In:

 

Education:

Masters of Investment Management and Financial Analysis from Creighton University’s Heider College of Business. Bachelor of Science in Business Administration from John Carroll University’s Boler School of Business, with a major in Finance.

Meet Robert

In 2021, Rob joined his Phoenix-based wealth advisory firm, Phoenician Wealth Management, with REDW Wealth, bringing more than 10 years of experience in the financial services industry. He has worked with individuals and small businesses to develop customized portfolio strategies, including those involving derivatives and transactions abroad on foreign exchanges. Rob acts as a wealth advisor to his clients by providing financial planning and investment management advice, and as the firm’s Chief Investment Officer, his activities include research and investment analysis.

Professional Qualifications and Memberships

Rob is a Chartered Financial Analyst® (CFA®) charterholder and a member of the CFA Institute and the CFA Society of Phoenix. He also is a Chartered Market Technician (CMT) charterholder and member of the CMT Association, as well as a CERTIFIED FINANCIAL PLANNER™, a designation awarded by the Certified Financial Planner Board of Standards (CFP® Board).

Community Involvement

Former board member for the Risk Management and Workers’ Compensation Trust Board of the City of Glendale, Arizona.

 

Financial Planning

However complex or simple your financial transactions may be, and whatever the level of wealth you’ve attained, our advisors are ready to partner with you to develop a plan tailored to your specific needs and goals.

Fee-Only Fiduciary Advisors

Using a fee-only compensation model sets us apart by providing transparency to the costs of our services and allows us to select from a broader range of investment products.

Connect with Robert