Robert Pothier Esq
Attorney, Advanced Planning Group
Robert is responsible for providing specialized advice and support to Wharton Investment Consultants. His area of expertise include: retirement planning, estate planning, charitable planning, and federal income taxation.
Prior to joining Cetera, Robert was an advanced planning attorney with Pacific Life and John Hancock Financial. Robert is known for his industry expertise, communication skills and his ability to develop relationships with financial professionals and clients alike. He has traveled extensively with field wholesalers, delivered seminars and presentations for financial professionals and their clients.
Robert holds a J.D. from Suffolk University Law School, and a B.A. from Boston College majoring in political science, both located in Massachusetts. Robert is a CFP® and a member of the Massachusetts Bar Association.
Robert Pothier is an employee of Cetera Financial Group, not of Portfolio Advisory Associates.