Rob Fordham

President, CFP®, CPA, MBA

Rob has been happily married for 33 years. He is the proud father of five boys and one girl ranging in ages from 24-32. Rob also has three grandchildren. Rob has over 25 years of experience in the financial services industry.

When Rob established Fordham Financial Services, Inc., he set out with an objective of helping clients eliminate as much confusion as possible in planning for their future.

For more than two decades in the financial services industry, Rob Fordham has enjoyed a reputation of competence and integrity. In expressing his high regard for seniors, he uses his experience and skills as an independent consultant to assist seniors to help them retain and grow their net worth. Rob believes he offers his clients state-of-the-art exceptional portfolio value building techniques, safe money strategies, as well as tax alternatives through his personal and professional relationships.

Rob’s firm, Fordham Financial Services, Inc., is a Registered Investment Advisory firm. Under his professional marketing and investment management, Rob’s practice has doubled over the last three years in assets under management. Rob is now a Fox Business News contributor.

With over 25 years experience in the financial services business, Rob is a Certified Financial Planner®, Certified Public Accountant, and has an MBA with a concentration in Finance. Rob is a member of the Financial Planning Association, Georgia Society of CPA’s, and the American Institute of CPA’s. Rob is also a member of the Gwinnett Chamber of Commerce. Fordham Financial Services, Inc. was a finalist for the Pinnacle Small Business of the year for 2009 in the Gwinnett County.

Rob’s mission statement is simple: “To help clients build, protect and preserve their assets.”

Fordham Financial Services, Inc. and Rob Fordham are very diligent in helping their clients achieve their long-term financial objectives. Rob believes everyone should have a financial advisor with honesty, integrity, education, and a commitment to help make things simpler and less complicated.