Broker

Robert DeChick

 

About Robert DeChick

With more than 25 years (started in August 1999) of experience in the investment and financial services industry, Robert DeChick, advisor, specializes in financial and retirement planning, investments, and insurance. He is the founder and co-owner of Courtland Walker Financial Group.

DeChick holds his Series 6, Series 66, and Series 7 licenses with the SEC/FINRA. He also has an insurance license, which enables him to assist and advise retirees and pre-retirees with their annuity, income, and tax-free estate planning. DeChick is a Financial Consultant to leading estate planning attorneys and CPA firms throughout Central Florida.

Orlando Magazine has honored him four consecutive times (2013-2016) with the Five Star Wealth Manager of the Year Award.

Robert DeChick, advisor, received his Bachelor’s degree in Public Administration/Finance from Iowa University.

DeChick’s company, Courtland/Walker, is a full-service financial firm dedicated to helping clients achieve their financial objectives. The firm provides open communication and reliable financial information, allowing clients to better understand their objectives and make sound financial decisions. Skilled financial planners work with each client to design comprehensive financial plans tailored to their unique situation.

Courtland/Walker and DeChick offer diverse financial products and services to assist people, retirees, and business owners in achieving their goals.

The products and services Robert DeChick, advisor, offers to assist clients with their financial and retirement goals include the following:

Depending on where someone is in their career, aspirations, and lifestyle goals, DeChick helps clients develop a retirement roadmap. Some are saving for retirement, while others are transitioning into retirement or are already retired. Products may include contributions to a client’s 401(k), opening an IRA or Roth IRA, or an annuity. The strategy may also involve purchasing stocks and mutual funds. DeChick discusses his clients’ risk tolerance to see what strategy is the best fit.

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Robert DeChick

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Clermont, FL