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Robert C. Nagel CFP® | Managing Member

Robert C. Nagel CFP® | Managing Member

Rob is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisor. In addition to managing the firm, Rob provides financial advice and planning for individuals and businesses.

Rob has over 20 years of experience in the financial service industry. His vast knowledge and experience with numerous investment plans offers him the flexibility to match the best investment strategies for you.

Rob is a Certified Financial Planner™ practitioner and a Licensed Agent for Life, Accident and Health Insurance.  He currently holds a FINRA Series 7: General Securities Representative, FINRA Series 66: Uniform Securities Agent Registration, and FINRA Series 24: General Securities Principal.

He is a graduate of Penn State University. He and his family reside in Johnstown, PA. They enjoy outdoor activities and are involved in the community.

You may email Rob at

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame logo) in the U.S., which it awards to individuals who sucessfully complete CFP Board's initial and ongoing certification requirements.