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Home > Financial Planner Directory > Virginia > Chesapeake > Robert W. Tull, Jr., CFP®
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Robert W. Tull, Jr., CFP®

 

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Tull Financial Group

640 Independence Pkwy

Suite 300

Chesapeake, VA 23320-5177

Phone: (757) 436-1122

Fax: (757) 436-1803

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Long-term Care

 

Foreign Languages
None Specified

 

About My Practice

At Tull Financial Group, we specialize in building a bridge between you and your financial goals. Financial planning is a life-time process that addresses your ever-changing circumstances. It's wise to have a partner in this process--one sensitive to your needs, who honors your confidentiality and upholds the highest ethical standards. Integrity and discipline are our guiding principles here, as we help you to define, prioritize and achieve your financial objectives. Each client represents a unique set of needs and concerns, which we are committed to discovering and understanding in order to provide the best service and advice possible. We value the relationships we have formed with our clients and enjoy serving some of the best people in Hampton Roads and beyond. We are a fee-only firm, where fees are quoted and agreed upon in advance, and your initial visit is complimentary. We have been assisting individuals, families, and companies for over twenty years with their investment management and financial planning needs, and we would welcome the opportunity to assist you.

 

Experience

Robert W. Tull, Jr. is founder and president of Tull Financial Group, Inc., in Chesapeake, Virginia. With more than 20 years of financial planning experience in the Hampton Roads community, he is recognized as a specialist in the area of retirement and estate planning. He also provides highly individualized personal and business advisory services.

Robin, as most know him, entered the financial planning profession after receiving an MBA with a concentration in finance from The University of Houston and his undergraduate degree from Oral Roberts University. While well-known locally as knowledgeable in financial matters, he is also recognized nationally, as a former "Ask the Expert" on Quicken.com's retirement web site. Robin has also contributed to The New York Times, USA Today, The Wall Street Journal, Reader's Digest, CNNfn, SmartMoney Interactive, and Financial Planning magazine. He has also served as a financial analyst for WAVY-TV 10 and for CBN.com's Newswatch program. In July of 2008, for the fourth year in a row, he earned a coveted spot in Wealth Manager Magazine's ranking of America's top wealth managers.

He has been a CERTIFIED FINANCIAL PLANNER™ Practitioner for 23 years, having served on the national board of directors for the Institute of Certified Financial Planners (ICFP) in Denver, Colorado (1996-1998), and as past President of the local Hampton Roads chapter. Robin is also extremely active in his community where he has been a Rotarian for more than 15 years, and serves on several community boards of directors.

 

Licenses, Certifications, & Affiliations
Securities Licenses
NASD Series 63
Designations
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment Adviser Registration
  • I am or my firm is registered with the SEC as an investment adviser.

 

How Planner Charges
  • Fee Only

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

 

Please choose an address.

 

Select     640 Independence Pkwy
Suite 300
Chesapeake VA 23320-5177

 

Please choose an address.

 

Select     640 Independence Pkwy
Suite 300
Chesapeake VA 23320-5177

 

Please choose an address.

 

Select     640 Independence Pkwy
Suite 300
Chesapeake VA 23320-5177

 

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