Meet Robert
Robert L. Schein, CW3 2021 Lead Speaker
Topic: The 7 Keys to Financial Wellness
Robert L. Schein, AIF® is Managing Director, Partner, and Chief Investment Officer of Blanke Schein Wealth Management, a Hightower Company, where he leads the asset allocation, design, and implementation of the investment portfolio review process for Blanke Schein Wealth Management.
Robert also specializes in the leadership of a community and forum where independent women can acquire the confidence to be leaders in their financial lives. As Founder of The Society of Financially Empowered Women Inc. (The FEW), he has vowed to empower women with education, support, and community. Robert’s passion for financial education for women runs so deep that he created his own 501(c)(3) non-profit to champion his mission. The result: a summit was created for the Empowerment of Women, through Financial Education and Self Care, and in January 2020, the Confidence: Women + Wealth + Wellness Summit (CW3) debuted to rave reviews.
Robert has been featured in various publications, such as The Wall Street Journal, CNBC.com, Forbes, Yahoo! Finance, On Wall Street, Investment News, The Desert Sun, and Palm Springs Life.
Robert’s Topic
The 7 Keys to Financial Wellness
It’s important to remember that no matter your age or financial situation, it’s never too early to get started, and it’s never too late to make meaningful changes to your habits. For women in particular, this is especially true. After all, women statistically live longer than men, so it’s increasingly important for women to be financially empowered. Moreover, statistics show that 50% of marriages end in divorce, 90% of women will be solely responsible for their finances at some point in their life, and the average of widowhood is 56 in the US. All of these statistics reinforce the fact that women need to be able to feel secure in their financial knowledge and be equipped with the right information to navigate effectively through the financial world.
The pains of financial stress are real and tangible. I’m sure many of you know someone whose financial situation has caused them stress or anxiety. None of us want to feel financial stress in our lives. And the good news is you don’t have to. Especially if you start making changes to your lifestyle today.
Robert created the 7 Keys to Financial Wellness to educate, support, and encourage women of all ages and backgrounds so that they can start on a journey of confidence and prosperity.
Join Robert as he shares the 7 Keys to Financial Wellness: Mindset, Open to Growth, Negotiation, Plan, Family, Network of advice, and Self-care.
Fun facts about Robert
He’s the founder of The Society of The FEW (The Society of Financially Empowered Women) and the founder of the CW3 Summit
He and his wife Jennica, are parents to four wonderful and talented children
Investment News 2014 and On Wall Street 2015 recognized as a “40 under 40” Financial Advisor
