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Robert Just, CFP

Founder & Owner

Robert Just, CFP.  Helping clients reach their financial goals since 1988

Rob started out with a large national financial planning and investment firm. After ten years he realized he wanted to stop selling commission-based products and instead wanted to concentrate on fee-only investment management and financial planning. As a fee-only advisor, Rob has true independence to do what is in the best interests of his clients with no propriety conflicts. Thru the years he has started two fee-only investment advisory firms for other organizations before starting Main Street Wealth Management in April of 2019. Rob is well known for helping, educating, and supporting clients as he helps them develop strategic investment plans for their future.

Rob lives in Baldwinsville with his wife Lisa and they have three grown children and three grandsons.

01

Certifications

Certified Financial Planner Board of Standards

Certified Financial Planner (CFP), issued 1996

02

Education

University of Vermont

BS in Business Administration

03

Current volunteer & pro bono work

Greater Liverpool Chamber of Commerce

Board Vice President, Marketing Committee Chairman

Encore Youth Productions

Board Treasurer

Liverpool Dollars for Scholars

Board Member, Chairman of Investment Committee

Baldwinsville PAC-B TV

Board Chairman

Savvy Ladies

Financial Helpline volunteer

Wings for Widows

Volunteer Financial Coach for the recently widowed

Family Reach

Pro bono financial counseling for families fighting cancer

The Prosp(a)rity Project

Volunteer Financial Coach

Rob's philosophy:

People over profits

"Seeing the relief on someone's face when they realize they're not alone in this is so rewarding.

 

I love working with all kinds of people — teachers figuring out how to manage their retirement savings, people nearing or currently in retirement, widows taking control of their finances — and being part of them achieving their goals."

My guiding principles:

1. Put clients’ interests before anything else
2. Act with honesty and integrity in all areas of life
3. Never lose thirst for knowledge
4. Take pride in the quality of work
5. Give back and invest in my community

 

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