Robert J. Walczak

Robert J. Walczak

CERTIFIED FINANCIAL PLANNER™

Robert grew up watching his father build this business and was taught to save early and dream big. By 9 years old, he scraped together enough allowance money and revenue from lemonade stands to buy into his first mutual fund. Like many kids from New England, he had dreams of one day playing quarterback for the Patriots. Unfortunately for Robert, that didn’t pan out, but the Patriots seem to have succeeded just fine without him.

Robert began his career in finance in 2004 and joined Granite State Wealth Management in 2009. He graduated with honors from the University of New Hampshire with a Bachelor of Science in finance and economics and completed an Advanced Study in Financial Planning at Merrimack College. Robert is a CERTIFIED FINANCIAL PLANNER™ professional and is fully licensed to provide his clients with the independent and objective advice they need and deserve.

Robert & his wife Lauren live in Greenland, NH with their two daughters, Ellie & Sadie and their two dogs Teddy & Louie. The Walczak family enjoys spending time outdoors, traveling, and watching timeless Disney classics where they can sing all the words. In his spare time, Robert enjoys training for various endurance events. He is a proud finisher of the Ironman Triathlon and the Boston Marathon.

Robert feels blessed beyond words to be part of a family business with such a great group of clients. Every day he draws great satisfaction from helping his clients protect what they have worked so hard to achieve.

Robert's acquired industry registrations and certifications include:

  • CERTIFIED FINANCIAL PLANNER™ professional

  • Accredited Investment Fiduciary® (AIF®)

  • FINRA Series 6, 7, 63, and 66*

  • Investment Adviser Representative

  • Life, Health, and Variable Life Insurance License

*Offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Granite State Wealth Management or CES Insurance Agency.