Organize – Analyze – Plan
Robert Audet, CFP®
Robert Audet is a native South Floridian and a CERTIFIED FINANCIAL PLANNER™ Practitioner with over 20 years of real-world, in-the-trenches experience in planning, advising and private wealth management. Robert specializes in working as a “Private Chief Financial Officer” for busy executives, professionals and business owners – helping them Organize, Analyze & Plan on a personal level because they are busy running and growing large corporations, thriving legal, medical and accounting practices and successful private businesses. He also works with many retirees looking for income strategies with a focus on capital preservation in this time of ever increasing longevity. He believes that process-driven financial planning is the most important thing he does with his clients. Through his successful career, Robert has worked at the Vice President level at some the most prestigious financial institutions in the world – Morgan Stanley, Wachovia Securities, UBS and JPMorgan Chase. He’s worked with well over a thousand clients as a planner, advisor and wealth manager. In 2010 Robert decided to start Audet Wealth Advisors with the vision of putting client-centric Financial Planning at the heart of everything he did. He’s never looked back. Robert is married to Astrid Audet, owner of the Astrid Audet Academy of Ballet and More… and lives in East Fort Lauderdale with her and their two children, Gabrielle and Annabelle. If you have any specific financial questions, or would like to meet with Robert for a complimentary initial consultation, please call 954.229.1701 or email firstname.lastname@example.org.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Qualified Kingdom Advisor™ member
- Bachelor of Science Business Administration (BSBA) – University of Florida
- Financial Planning – Boston University
Other Professional Experience
- Morgan Stanley
- Wachovia Securities
- JPMorgan Chase
- Board of Directors – First Priority
- Lifetime Member (Class XXV) – Leadership Broward
- Alumni – Lifework Leadership
- Financial Services Institute
- Financial Planning Association
- Christian Business Men’s Connection
Organize – Analyze – Plan
Robert is a CERTIFIED FINANCIAL PLANNER™ practitioner, www.cfp.net. The CFP® is a designation awarded by Certified Financial Planner Board of Standards, Inc. Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements.
He is dually registered with LPL Financial, www.lpl.com, and Independent Financial Partners, www.ifpartners.com and currently holds the following FINRA registrations with LPL Financial: Series 7, 63 and 65. He also holds life, health and variable annuity licenses with the State of Florida.