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FINANCIAL LIFE PLANNING
Robert van Beek CFP®

Robert G.J. van Beek, CFP® (1973) served for 4 years from 2020 to 2023, on the Board of Directors for the Financial Planning Association® (FPA®), Denver (CO), the principal membership organization for CERTIFIED FINANCIAL PLANNER​™​ professionals and those who support the financial planning process. As the Founder and Director of his financial planning and investment consulting boutique, About Life & Finance, van Beek is regularly featured in the media, authored more than 25 books and speaks throughout the U.S. and Europe at various organizations and universities. In addition to this role on the FPA Board of Directors, he currently serves as a member of the Editorial Board of the Journal of Financial Therapy and is a member of CFA Society Netherlands Behavioral Economics Commission. Until 2019, van Beek served local planning and certification organizations, including the DSI Advice Exam Commission, which was responsible for creating and assessing MiFID and ESMA exams for licensed investment professionals.

In Robert is married and living happily with his wife Liesbet and their two children in Belgium.​ ​​​

PROJECTS & CLIENTS
About Life & Finance

Robert is dedicated helping individuals, professional clients & associations since 2010. A selection of different projects, in random order & not limited to:  Akkermans & Partners, DukersBaelemans, NCOI, NIBESVV, KBC Private Banking & Wealth, MeDirect,  Rabobank, Argenta, Triodos, InsingerGilissen, Actal, CompareTax, IVV uw financiële privé chauffeur, AF Widehorn, Ortec Finance, Dimensional Fund Advisors, ILFA, AndersFinancieren, Xperience Human Behavior, DNA Behavior, Roularta/Trends Investment Summit BeNeLux, Kanaal Z, Perpetua.it, InsideETFs, FundForum, University South Florida USF, Kansas State University, University of Georgia, Texas Tech University, UCLL Postgraduate Financial Life Planning, Erasmus University Rotterdam, Vlerick Alumni, Financial Psychology Institute Europe…

Sinds 2022 is Robert van Beek Verantwoordelijk Uitgever (VU) van het NederBelgischMagazine, dat al 25+ jaar verspreid wordt onder Nederlanders die in België wonen of plannen hebben om te (r)emigreren en hun adviseurs: www.nederbelgischmagazine.online (recent verschenen edities) & www.nbu.be (archief van alle artikelen t/m 2021)

Always happy sharing ideas! Looking foward connecting & hearing from you. Call: +31 (0)622 396 879  (NL) +32 (0)486 402 801 (B) or Email info@robertvanbeek.eu

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