Robert C. Wilhelm

Robert C. Wilhelm
MBA

Investment Adviser Representative

Phone: 
614-799-8668
Fax: 
614-799-8661
Toll Free: 
866-799-8668

Bob has been a Partner with Retirement Strategies since 2003 and in the Financial Services industry since 1992. He oversees all planning, advisory and administrative issues for Retirement Strategies and its clients.

Bob has extensive, hands on experience in case analysis and problem solving in financial services, employee benefits and business management. His prior experience includes compliance supervision for a large regional financial planning firm as well as key management positions with national firms in the insurance and hospitality industries.

Bob received a Bachelor of Science degree in business management from Canisius College in Buffalo, NY, and an MBA from Suffolk University in Boston, MA.

He resides with his wife Janet in Dublin, Ohio. He has three grown children and two grandchildren.

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