Robert Steen, PhD, MBA, CFP®, RICP® is an adjunct professor of financial planning. He also serves as advice director for Retirement & Complex Financial Planning for a major financial services company. In this role, he oversees the development of advice points of view and content regarding: maximizing retirement savings, establishing a retirement income plan, managing financial needs during retirement, estate/trust/inheritance tax planning, charitable gifting, and distribution of assets.

Steen previously served as a financial advisor, financial planner, and senior wealth manager, with extensive experience serving the needs of a wide variety of clients, families and business owners in the areas of personal financial planning. 

Steen holds a PhD in financial and retirement planning through the American College of Financial Services, an MBA in finance from the University of Texas at San Antonio, and his Bachelor of Science degree from the University of Texas at Austin. Steen is a CFP® professional and a Retirement Income Certified Professional® (RICP®). He has traveled throughout Latin America and other parts of the world and he and his family have lived in Mexico.