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Robert Tunnell

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Background & Family Life

Robert Tunnell has dedicated his life to his personal relationships and his professional pursuits. He married his best friend, Erica, during his time serving as a US Marine. They now share a loving family with three children and three grandchildren. Family is at the core of Robert’s existence, and he treasures every moment spent with those he holds dear. Whether it’s quality time with family and friends, embracing the company of his animals, or immersing himself in the beauty of nature, Robert finds fulfillment in the simple joys of life.

“Robert's commitment to his work is a testament to his character. His personal values for integrity and client-centered care align perfectly with RPOA’s core values, and his unwavering dedication to his clients can be seen in and out of the office where he treats his clients like family and stands beside them throughout their retirement journey.”

– Ken Moraif

Business Philosophy

Robert attributes his life experiences for his perspective on the utmost importance of planning for the future. After his service in the Marines, he embarked on a path that led him to his first job with a 401(k). However, he discovered that the road to retirement planning was often a daunting and solitary journey, as he lacked the guidance he needed.

This experience ignited an insatiable hunger for knowledge within Robert. He took it upon himself to educate and empower himself in the realm of retirement planning. His determination eventually led him to pursue a degree in the field, marking the beginning of his journey as a retirement planner.

As he gained experience in the field, Robert felt that some people do not have their client’s interests at heart, and instead take advantage of individuals in the world of retirement planning. Some have fallen victim to the sale of products that do not align with their genuine needs, driven by the desire for commissions rather than ethical considerations. It was this stark realization that solidified Robert’s commitment to the Golden Rule, not just in his personal life but also in his business endeavors.

He is a firm believer in always doing the right thing. Robert attributes that principle for his decision to join RPOA due to its core values of integrity and client-centered care. For Robert, it’s about providing people with retirement plans that work for them.

For Robert Tunnell, the satisfaction of knowing he’s in the right place and doing his right thing is immeasurable. His life’s mission is to provide individuals with the retirement planning guidance he once sought for himself, with the goal of allowing them to embrace their golden years with peace of mind.

Education

BA Business – Vanguard University of Southern California

Chartered Retirement Planning Counselor™

Certified Financial Planner®

Prior Business Experience

2013 – Present – Retirement Planners Of America – Financial Advisor

2006 – 2013 – TD Ameritrade – Investment Consultant

2004 – 2006 – Fidelity Investments – Senior Investment Representative

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RPOA Advisors, Inc. (d/b/a Retirement Planners of America ) (“Retirement Planners of America”, “RPOA”) is an SEC registered investment adviser with a primary business location in Plano, Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that Retirement Planners of America has attained a certain level of skill, training, or ability. The “Invest and Protect Strategy” (the “Strategy”) refers to a strategy that Retirement Planners of America fundamentally employs for its clients. Retirement Planners of America previously employed a similar strategy that it referred to as the “buy, hold, and sell” strategy or “buy hold, and protect” strategy. Past performance does not guarantee future results. Therefore, current or prospective clients should not assume that the future performance of the Strategy, any specific investment, or any other investment strategy that Retirement Planners of America recommends will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. References to recommendations made under the Strategy that predate 2011; and statements such as and similar to: “we told our clients to be out of the market in 2007 and 2008,” “we told our clients to get back into the market in 2009,” and “clients that followed our advice were out of the market in 2008;” refer to strategies collectively employed and recommendations collectively made by Retirement Planners of America’s principals while employed at Eagle Strategies, LLC., and also at Cambridge Investment Research Advisors, Inc. Three of the five principals remain as principals today, including the Retirement Planners of America’s founder, Ken Moraif. 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