Robert M Schoen
Robert Schoen began his career more than 30 years ago when he launched Schoen & Co., Certified Public Accountants. That small company grew to become one of the most well-respected CPA firms in the Chicago, Illinois area. As a result, many of the area’s most successful business owners and individuals sought out Robert’s professional experience. His clients quickly learned that they could trust him implicitly; his integrity and his personal commitment to their success went above the mark. As a result, many requested his help beyond the scope of accounting and taxes. As his clients became increasingly concerned about developing a secure financial future, Robert became a Registered Representative through Cetera Financial Specialists. This enabled him to offer a wider spectrum of services to loyal clients. As the business grew, Robert's son, Bob Jr., joined the firm in 1995 as a financial professional. He also became a Registered Representative through Cetera. As more and more clients sought financial advice through the Schoens, their wealth management business took hold, and Schoen Financial Advisors became what it is today.
Of all his accomplishments as a CPA and small business owner, Robert Schoen is most proud of the fact that, when his clients needed someone they could trust completely to handle their most personal and valuable affairs, they turned to him. At the time, he had little experience as a financial planner, but he had something even more valuable than experience — he could be trusted. Today he and his son, Bob, combine that valuable attribute with decades of experience as small business owners, CPAs, and financial planners, giving clients the best of both worlds.
Contact us today to learn more about how we can help you.