Meet Rob Legenhausen
About Rob
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About Rob ✨
Rob Legenhausen
FINANCIAL ADVISOR CLU®, CPFA®
Rob Legenhausen is a highly respected financial advisor based in Orlando, Florida, with over 20 years of experience in the financial industry. Renowned for his profound expertise and reliable guidance, Rob is dedicated to helping clients achieve their financial goals with confidence and clarity.
Qualifications and Expertise:
Rob holds the esteemed Certified Plan Fiduciary Advisor (CPFA®) and Chartered Life Underwriter (CLU®) designations. These credentials signify his rigorous training and commitment to remaining at the forefront of industry developments and best practices. His extensive experience includes working with clients across various life stages—from young professionals building their wealth to retirees aiming to preserve and enhance their savings. Additionally, Rob collaborates with business owners and executives to develop customized financial strategies tailored to their specific objectives and challenges.
Services Provided:
Rob delivers a broad spectrum of financial planning services, including retirement planning, estate planning, tax planning, and investment management. He adopts a holistic approach, considering all facets of a client’s financial situation to create strategies that align with their personal goals. Rob is also committed to ongoing client education and transparent communication, ensuring that clients remain informed and empowered regarding their investments and financial plans.
Objective:
Rob strives to build enduring relationships with his clients, providing valuable guidance to navigate their financial journeys effectively. Whether embarking on a new career path or preparing for retirement, Rob’s extensive knowledge and dedication are instrumental in achieving financial aspirations.
Disclosure: Raymond James and its advisors do not offer tax advice.
Meet Your Team
Rob Legenhausen, a seasoned financial advisor at Raymond James, leverages his unique experience as a former college football offensive lineman to protect and advance his clients' financial interests with a strong defensive strategy. His approach emphasizes foundational financial planning, team coordination among various advisors, and a focus on high-quality, dividend-paying investments, as detailed in his book "The Dividend Lifestyle."
Meet Katrina Hopkins
Client Relationship Manager
Katrina Hopkins brings a wealth of experience from her background in education to her role as Client Relationship Manager. Her exceptional communication, management, and organizational skills enhance our team’s effectiveness and client interactions. While she thrives in the administrative aspects of her role, Katrina’s true passion lies in building meaningful relationships and engaging with our clients daily.
Meet Carter Webb
Client Relationship Manager
Carter Webb holds a degree in Accounting and an MBA, both from Florida Southern College. As a personable and driven leader, Carter has a track record of fostering strong relationships to help drive successful outcomes. His experience and passion for leadership make him an asset to any organization.
Learn from Rob Legenhausen
Watch Rob's YouTube Channel
Tune in to Rob's YouTube channel for expert insights on smart dividend investing, financial planning, and the strategies behind the success of Dividend Aristocrats. In just a few minutes, you'll gain valuable knowledge that can help elevate your financial game and guide you toward long-term financial freedom
Unlock Your Investment Potential
Download Our Free Guide
Get "The 5 Dividend Questions You Should Ask Yourself Before Investing in Stocks" to help ensure you’re getting the best deals at the best price. This guide provides essential insights for making informed investment decisions.
