Robert Iola*, CLU, ChFC
Robert founded IFG Wealth Strategies in 1990 to provide cutting-edge solutions to the financial challenges faced by successful families and business owners. He is the architect of the Total Wealth Solution™, a comprehensive approach to goal setting, challenge recognition, and strategic attainment of client objectives.
For over three decades, Robert has worked as a financial coach and educator, helping his clients to increase wealth, reduce excessive taxation, and pass it on to future generations. In addition, Robert has repeatedly shown his clients how to defend their wealth during some of the worst financial markets in history.
As a part of his ongoing commitment to provide the most comprehensive financial advice to his clients, Robert has earned both the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations.
Robert earned his BBA at Lehigh University. He is a member of the Financial Planning Association, NALU (NAIFA), and the Society of Financial Services Professionals.
*Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. IFG Wealth Strategies is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide legal or tax advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax and legal counsel.