Robert C. Wayland, CFP®, CEPA®

Robert C. Wayland, CFP®, CEPA®, brings over 20 years of experience in the financial services industry. He graduated with honors from the University of Florida in 1996 with a double major in Finance and Insurance. He has attained certifications as a Certified Financial Planner and a Certified Exit Planning Advisor. His work experience includes roles at Franklin Templeton in the home office, as a Financial Specialist at Wachovia Bank, wholesaling Retirement Distribution Strategies, and, to date, running his own financial firm in the Clearwater area.

Believing in a consultative planning strategy, Rob focuses on bringing vision to individuals’ unique financial circumstances. No two financial plans are the same, which is why Rob expertly navigates his clients through various areas of financial planning, including investments, asset management, insurance, tax shelter planning, estate planning, and his newest addition, succession planning. Rob primarily works with business owners to bring value to their financial success and partners with CPAs and local attorneys to provide a collaborative approach.



Rob resides in Belleair with his wife, Holly, and two children, Allie and Austin. He volunteers on boards and with non-profit organizations in the area.