Robert DeChick Male • United States of America
Robert DeChick, Advisor, brings over 25 years of experience in the investment and financial services industry. As the founder and co-owner of Courtland Walker Financial Group, he specializes in offering comprehensive financial and retirement planning, investment management, and insurance solutions.
Licensed in Series 6, Series 66, and Series 7 by the SEC/FINRA and in insurance, Robert works with retirees and pre-retirees to develop tailored strategies for annuities, income planning, and tax-efficient estate preservation. He partners with estate planning attorneys and CPA firms across Central Florida, ensuring clients receive expert advice for long-term financial stability.
Robert earned Orlando Magazine's Five-Star Wealth Manager of the Year Award from 2013 to 2016, recognizing his exceptional service and commitment to client success.
He holds a Bachelor's degree in Public Administration/Finance from Iowa University.
At Courtland Walker Financial Group, Robert DeChick leads a team of financial professionals who provide personalized solutions to help individuals, families, and business owners achieve their financial objectives. The firm focuses on clear communication and dependable advice, making it easier for clients to make informed financial decisions.
The firm offers various services, including retirement planning, investment management, life insurance, estate preservation, and annuities. Whether clients are just starting to save, nearing retirement, or already retired, Robert works closely with them to create strategies that align with their financial goals and risk tolerance.
In addition to retirement planning, Robert manages investments by assisting clients with asset allocation, portfolio management, and tax strategies. He also offers a variety of life insurance products to protect families and annuities and provide reliable retirement income.
Robert helps clients diversify their portfolios with stocks, mutual funds, and IRAs, selecting the most suitable investment options based on their long-term financial goals.
Before his career in finance, Robert DeChick, Advisor, served four years in the United States Air Force, earning an Honorable Discharge and the Meritorious Service Medal. He is also a Disabled Veteran.