Financial Advisor Robert Cawman

Robert Cawman - RFC®

Less Stress More Enjoyment

Independent Financial Advisor

About Robert



INTRODUCTION

Robert Cawman is a Registered Financial Consultant and President of Excalibur Financial Group, Inc. in Florence, Kentucky who has been helping his clients reach their financial goals since 1994. Bob listens carefully to each client’s wishes and then develops a plan using investments that fit with the client’s goals and desires. He explains everything plainly in terms that the client can fully understand. Bob’s objective is to manage each client’s assets, whether large or small, in such a way that they never have to worry about running out of money. He offers clients retirement planning, wealth management, investment management and asset management services.

HISTORY

Bob graduated from Colorado College in 1968, and immediately after graduation he spent five years in Guatemala opening health clinics and humanitarian centers for the indigenous people. That experience taught him the true meaning of helping others. From there, he pursued a career in sales management where he achieved success in building a strong team of professionals and expanding both the scope of the business and the growth of revenues.

After making the transition to financial advising, Bob worked with Swiss Financial Service and Kohn Financial Corporation, both in Cincinnati. After a few years, Bob decided to open his own practice, spurred on by his love of working with people and his desire to help them succeed financially. Bob named his practice Excalibur Financial Group, Inc., using the legend of King Arthur and the sword Excalibur as symbols of honesty, excellence and integrity.

Bob believes in developing lasting relationships based on trust and mutual respect. That’s why he takes a long-term approach as well as an interest in each client. He always tries to treat each client the way he would like to be treated- with honesty, respect and a sincere desire to help them reach their goals. Bob is a member in good standing of the International Association of Registered Financial Consultants, and Excalibur Financial Group is accredited by the Better Business Bureau.

LICENSES HELD

  • Series 6- Investment Company Products/Variable Contracts Representative Examination
  • Series 62- Corporate Securities Limited Representative Examination
  • Series 63- Uniform Securities Agent State Law Examination
  • Securities Licensed in KY, AZ, CA, CO, FL, IN, OH
  • Life, Health & Annuity licensed in KY, VA, OH, IN, FL

ACTIVITIES AND INTERESTS

Bob’s wife Teresa is also his office administrator. When he’s away from the office, Bob enjoys spending time with her and his three sons and one daughter. His favorite activities include playing golf, reading and relaxing on a white, sandy beach whenever possible. Bob is a member of the local Catholic parish as well as the BPOE #273 and the Boone Union Lodge of F&AM #304.


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Robert Cawman is an independent contractor of Money Concepts

note: Excalibur Financial Group Inc. is an independent firm and not affiliated with Money Concepts

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