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Robert L. Chess CFP, CFS, RFP
bob@estatesolutionplanners.com

Marlo Machalinski
marlo@estatesolutionplanners.com

Sandra "Sam" Jordan
sam@estatesolutionplanners.com


(814) 864-0984 / (888) 686-0984

Bob Chess CFP, CFS, RFP

Bob Chess CFP, CFS, RFP

Certified Financial Planner

Robert Chess has worked in the Financial Services industry for over 33 years.  Wanting to provide estate and retirement planning services at their best, Bob is a Certified Financial Planner (CFP), a Certified Fund Specialist (CFS), and a retirement income specialist.  Sixteen years ago Bob founded Estate Solution Planners INC. and built a team that can handle the many challenges in today's climate.  Bob takes great pride in engaging clients to take an active role in the financial planning process while making it informative, interesting, and fun!  Bob's mission is to position his clients so they can live their lives fully, ensuring their retirement is safe and secure regardless of how the market performs.  Bob's passion has always been strategic planning and he brings that skill and talent to individuals and small business's in 13 states.  His ability to achieve strong business results in the face of a changing economic environment is a tribute to his thorough planning methods.  Bob and his team enjoy engaging regularly with their clients to make sure plans are on track and goals have not been changed.

Bob has been married for 34 years to Laura and together they enjoy boating, traveling, biking, scuba diving, and spending time with family and friends.