Robert DeChick, Advisor, has 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 economic and retirement planning, investments, and insurance.

Licensed in Series 6, Series 66, and Series 7 through the SEC/FINRA, along with an insurance license, Robert Detrick, Advisor, helps retirees and pre-retirees with annuities, income planning, and tax-free estate strategies. He also works closely with estate planning attorneys and CPA firms across Central Florida to provide comprehensive financial advice.

Recognized for his excellence, Robert Detrick, Advisor, was named Five Star Wealth Manager of the Year by Orlando Magazine from 2013 to 2016. This honor reflects his dedication to helping clients secure their financial futures.

He holds a Bachelor’s degree in Public Administration/Finance from Iowa University.

At Courtland Walker Financial Group, Robert and his team provide personalized financial strategies to meet the goals of individuals, families, and business owners. The firm prides itself on offering transparent communication and reliable financial guidance to help clients make informed decisions. Each financial plan is tailored to the client’s unique needs and objectives.

The services include retirement planning, investment management, life insurance, estate preservation, and annuities. He works with clients at all stages of retirement planning, offering solutions for those saving for retirement, transitioning into it, or already retired. He designs strategies based on each client’s financial goals and risk tolerance.

In addition to retirement planning, Robert DeChick offers investment management services, helping clients with asset allocation, portfolio management, and tax strategies. He also provides life insurance options to ensure families are protected and annuities to offer steady income during retirement.

Robert helps clients build diverse portfolios with various investment options, including stocks, mutual funds, and IRAs. He explains the benefits of each product and works with clients to develop the best approach for achieving their long-term financial objectives.

In addition to his financial career, Robert DeChick, Advisor, served in the United States Air Force for four years, receiving an Honorable Discharge and the Meritorious Service Medal. He is also a Disabled Veteran.

Portfolio: https://robertdechick.com/