Robert L. Penn Jr.

Rob formal 2


Robert L. Penn Jr. – CFP®, CRPS®
President and Wealth Advisor

Chartered Retirement Plans SpecialistSM
Email: [email protected]



Professional Registrations, Licenses, and Designations:
North Carolina Life Insurance Agent
North Carolina Accident & Health or Sickness Agent
North Carolina Medicare Supplement & Long-Term Care Agent
Chartered Retirement Plans SpecialistSM

Rob is president and wealth advisor for Pathfinder Wealth Consulting. He began his financial career in 1992 and has previously worked for Morgan Stanley and Investors Financial Group. Rob graduated Methodist College with his BS in business administration.

Rob was born in Long Branch, New Jersey, and grew up in Manassas, Virginia. Rob joined the U.S. Army in 1983 and, after basic training, graduated with honors from Avionics School as an avionics technician. During his six years in the aviation branch, he achieved the rank of staff sergeant and held positions as an avionics maintenance supervisor, air assault instructor, and a re-enlistment NCO. He graduated from Officer Candidate School and Ordinance Basic Course as a distinguished honor graduate in 1989.

Rob then served three years in the 82nd Airborne as a platoon leader and maintenance officer. His nine years of service included two tours in Korea and nine months in Operation Desert Storm. He received the Bronze Star Medal for his accomplishments in Desert Storm.

He resides in Carolina Beach with his wife, Susan, and their two sons, Kyle and Kevin. Rob is an avid rebreather diver and spends most of his free time searching for shipwrecks and adding to his megalodon tooth collection. Fortunately for Rob, every family member enjoys being on the water, including Kyle and Kevin who surf. When the weather prevents local water sports, he takes his family to warmer destinations for surfing and diving. They can be found enjoying a game of pool together when not on the water.

Rob has been working with retirees and pre-retirees since he began his career in the financial services industry more than a decade ago. He is passionate about “helping people help their families.”

Community Affiliations:

  • Coastal Conservation Association, Life Member
  • Wilmington Civitan
  • Army Reserves 993rd Transportation Company XO 1999-2001
  • Coast Guard Auxiliary 1996-1998
  • Isaac Bear Early College High School Improvement Team and PTSA
  • The cove HOA, Oleander Office Park Association
  • Carolina Beach Presbyterian Church