Robert T. Edgar, CPA, CFP®*, MPA


Master of Professional Accounting
University of Texas at Arlington
Financial Reporting and Planning

Areas of Expertise

Business Succession Planning
Estate Planning
    Robert has practiced public accounting since 1982 and became a shareholder with the firm in 1987. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994. In addition, Robert has passed the FINRA Series 7* & 66* exams and holds his Group I Life, Health and Accident license.

    Robert is a board member of the Better Business Bureau of Southeast Texas and the Foundation of Southeast Texas. Mr. Edgar is a member of the American Institute of CPA's, the Financial Services Institute, and the Texas Society of Certified Public Accountants and is a past president of the Southeast Texas Estate Planning Council. He is active in the men's ministries at his church, Encounter Church.

    * Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc. Insurance Services offered through 1st Global Insurance Services, Inc. We have individuals licensed to offer securities in the states of Texas, Louisiana, Florida, Oregon, Michigan and Oklahoma. This is not an offer to sell securities in any other state or jurisdiction. 

    ​Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER? and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

    About Robert