Robert Dolnik, CFP®, is the founder and business owner of Harvest Wealth Management. Responsible for client services including investment advice, retirement guidance, portfolio creation, and tax planning - Robert is a hands-on leader that is committed to the success of his clients.
Robert holds his FINRA Series 7, 63, with LPL Financial and insurance securities licenses, as well as his CERTIFIED FINANCIAL PLANNERTM certification. Having worked in the financial services industry for over 17 years, Robert is passionate about building long-term relationships with his clients, and helping them plan to achieve their future financial goals. Dedicated to staying on top of the ever-changing investment landscape, Robert is able to present the best options to his clients each and every day.
Outside of the office, Robert enjoys spending time with his family, and volunteers as a youth baseball coach for his son. Citing his mom as his personal hero, Robert admires his mother for what she accomplished in her life for herself and her family. Living by advice she instilled in him from a young age, Robert will always remember that, “No matter what you don’t have, be proud of what you do have.”