Robert McMahon III, CFP®

Robert McMahon III is a Financial Consultant and Certified Financial Planner® at DFCU Financial Partners, registered through our broker/dealer LPL Financial.

With years of experience in the insurance and investment industry, he will work with members to create, implement, and monitor their financial plan. Robert believes every client needs a solid dependable financial plan that is flexible enough to meet their changing needs and situations.

Robert specializes in helping his clients understand how to position their assets to achieve their goals and takes the time to educate his clients on the investment they own, why they own them and what they can expect.

Robert attended the University of Michigan and received a bachelor’s degree in finance from Walsh College. Robert holds his Series 7, 63 and 65 FINRA licenses through LPL Financial and is also licensed to offer life insurance in the state of Michigan.