Before founding Cordingley & Parkinson Wealth Management, Rob was Vice President of Finance and Investments at a regional bank where he managed an $80 million portfolio. He also served on various administrative committees. Initially at the bank, he worked in the trust department, specializing in estate planning and qualified retirement plans. Rob began his career over twenty-five years ago in Atlanta, Georgia where he worked for a wealth management company serving a national clientele. He has extensive experience in estate planning, tax planning, retirement planning, asset allocation, investment analysis and business planning.
Rob has earned a Masters of Taxation degree from Georgia State University. He did his undergraduate studies at The Marriott School of Management at Brigham Young University where he graduated summa cum laude. He has also earned the designation of CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning in Denver, Colorado. Rob has been an adjunct faculty member at a local university teaching advanced courses in finance and investments.
Rob promotes organ donation by speaking at events and by telling his story. He received a liver transplant in January of 2010 from a neighbor whose wife designated Rob to be the recipient. Rob celebrates 365 birthdays a year. Rob and his wife, Tracey, are also involved in improving child literacy.