Customplan Financial

Background

Rob has been helping individuals and companies with their financial goals since 1985. He has his Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. A life and qualifying member of the Million Dollar Round Table (MDRT), Rob is committed to life long learning and is also involved in educating clients and colleagues on debt elimination and retirement income and estate planning concepts.

Rob is an active professional musician and soccer player. He lives in South Surrey with Leslee (his wife) and their four daughters.