THE first Black CFP™ professional in Tallahassee
Meet Your Advisor
MEET YOUR ADVISOR
Robert Kenon, CFP®
As the first Black CERTIFIED FINANCIAL PLANNER™ professional in Tallahassee, Robert brings both experience and representation to a community historically underserved in financial planning. He brings more than 45 years of experience helping individuals and families prepare for retirement with confidence.
practical|respectful|straightforward|focused
Robert specializes in working with people who are nearing retirement or newly retired and want help understanding how their income sources work together. His approach is practical, respectful, and straightforward—focused on helping clients make informed decisions that support long-term stability and peace of mind.
40+ YEARS OF SERVICE
Experience You Can Trust
Robert’s career in financial services spans more than 45 years. He began as a loan analyst with Chemical Bank in New York City (now JPMorgan Chase), later worked in insurance, and became a financial planner in 1987. He also owned and operated an income tax preparation business, giving him a well-rounded understanding of how financial decisions affect real life.
His commitment to high professional standards led him to earn:
CERTIFICATIONS & DESIGNATIONS
- \CERTIFIED FINANCIAL PLANNER™ certification (1987)
- \Chartered Mutual Fund Counselor designation
- \Chartered Retirement Planning Counselor designation
EDUCATION & CREDENTIALS
- \MBA, University of Delaware
- \BS, Florida A&M University
- \Executive finance coursework at New York University, Florida State University, and Florida A&M University
OUTSIDE OF THE OFFICE…
Robert and his wife, Martha, live in Tallahassee, where they enjoy church involvement, fitness, and travel.
Check the background of investment professionals on FINRA’s BrokerCheck.
Securities are offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services are offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.