Rob Poynor

Rob is a dedicated marketing and branding expert who brings warmth and care to everything he does. His journey in the investment and retirement planning industry began in 1993 at Shearson-Lehman Brothers when he served families with passed exams for Series 3, Series 7, Series 63, Series 65, Group I (life and health insurance).

He has always been driven by a desire to help people achieve their financial goals through his deep understanding of investments. His approach has always been about personal connection, ensuring clients feel valued and supported. While he’s worked for large, industry-leading companies, Rob’s heart has always been with more personal levels of service, like at Cain Financial, where the focus is always on what matters most: relationships.

He is currently Fiduciary licensed.

When he’s not working, Rob loves spending time on the golf course and following college sports. He shares his life with his wife, Alexa, and their three grown children—Eric, Emily, and Lexi—as well as their two beloved Cavalier King Charles Spaniels, Fionn and Medb (Maeve).