Robert Fourman CFP®,EA
Wealth Advisor
Financial and Tax advisor/analyst. I work to develop comprehensive retirement planning solutions for our clients, including detailed portfolio and income tax recommendation. As an Enrolled Agenet with the IRS, I also assist clients in tax filing, as well as represent them in any issues they may have with the IRS including appeals and amended returns. In addition to being an Enrolled agent of the IRS, I am also a Certified Financial Planner and a series 7 licensed securities advisor.