Robert C. Burns Jr., CFP®, CLU®, ChFC®

As a Financial Advisor and Financial Planner, Rob helps individuals and business owners define their long-term goals and works with them to develop a financial plan to help achieve those goals. Rob meets with clients on a regular basis providing ongoing service and advice as their needs change. This includes assisting them in making informed financial decisions and investment strategies. Rob understands that each client is unique in their financial circumstances and concerns, and he delivers advice on a customized basis. 

As a graduate of Bentley College, he holds a Bachelor’s degree in Finance. Rob is a CERTIFIED FINANCIAL PLANNER™ professional from the Certified Financial Planning Board of Standards. Rob has also earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant.

Recognized for his achievements, Rob has earned numerous sales and service awards throughout his career. He was Baystate Financials' Financial Planner of the year in 2012 and is a qualifying and life member of the Million Dollar Round Table (MDRT), which is an international association of leading financial professionals recognized as the standard of excellence in life insurance based financial services industry. Rob also received the ‘2008 Rick Larson Memorial’ award from Baystate Financial, which recognized him for his involvement in the community and also for his agency spirit.

Rob is also a member of the Newburyport Chamber of Commerce and he is on the Finance Committee at the Anna Jacques Hospital in Newburyport MA. He is also very active in his community and involved in several charities. Rob is married with three children and lives in Exeter.