Robert J. Wassel, Jr. MBA, CPA/PFS
Bob is an Investment Advisor Representative with over 8 years Personal Financial Management experience and 12 years of corporate financial planning. He specializes in Wealth Management for high net worth individuals, Asset Allocation, Risk Analysis, and Financial Market Economics. Clients appreciate his ability to present what is happening in the markets and in the economy in a clear and concise manner. As Lead Investment Advisor, his objective is to deliver the highest possible return appropriate to the risk taken in the portfolio.
Bob is also an Adjunct Professor of Accounting at Raymond Walters College in Blue Ash, Ohio. He is a licensed CPA with over 20 years experience. In 2008, he earned the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA). This credential distinguishes him from other CPA’s in that it certifies Bob’s ability to provide personal financial planning services. Trinity Wealth Management, LLC is Bob’s second start-up Registered Investment Advisor firm and the first utilizing the fee-only platform. Previously, he established a Registered Investment Advisor operation for an existing financial services firm growing the business from zero to over $45 million assets under management in only 3 years.
Bob graduated from the University of Georgia with a degree in Finance with concentration in Financial Markets. After serving six years on active duty as a U.S. Navy Supply Corps Officer, he earned his Master of Business Administration with dual concentrations in Finance and Accounting from The Owen Graduate School of Management, Vanderbilt University. He then earned his Certified Public Accountant (CPA) license with accounting firm KPMG and worked in financial planning roles for large retail and healthcare companies.
In addition to his 6 years of active duty service, Bob served 16 years as a Naval Reserve Officer and retired having attained the rank of Commander. He was Commanding Officer of Navy Cargo Handling Battalion 7 and earned his Command Ashore designation.
Bob and his wife, Roberta, live in Loveland, Ohio with their four children. He is active with the Boy Scouts, the Loveland Marching Band Boosters, and he teaches confirmation classes at Good Shepherd parish.