Rob Wells, CFP®, CKA®, CWS®
Senior Financial Planner
Holland, MI
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Services Offered
Rob Wells serves clients in both the Private Wealth and Everyday Steward® divisions of Ronald Blue Trust from the office in Holland, Michigan.
As a CERTIFIED FINANCIAL PLANNERTM certificant, Rob supports Kevin Klok, Managing Director, by helping analyze clients’ overall financial condition and develop customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a financial plan tailored specifically to the client’s needs.
Prior to joining the company, Rob served several years as a financial advisor for Signator Investors, Inc., as well as AXA/Equitable Advisors, where he assisted clients in a variety of areas including life insurance, annuity, and investment sales.
Rob graduated from Evangel University with a BBA focusing in biblical studies and management. While in college, Rob played on the defensive line for the Evangel University Football Team and earned the honor of Outstanding Management Major in 2002.
As an active member of the community, Rob attends his local church and serves as a deacon, is part of the men’s ministry leadership, and teaches a financial stewardship class. He is also a member of the Wyoming-Kentwood Area Chamber of Commerce and Kingdom Advisors.
Outside of the office, Rob enjoys riding his motorcycle and spending time with his wife, Diane, and their four children.
Resources
We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.