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Rob Copeland, CFP®

Rob serves as a financial adviser and is a co-owner of Professional Financial Solutions, LLC. He completed the CFP® Professional Education Program through the College for Financial Planning® and passed the CFP® exam in 2013. Rob is also a Registered Financial Advisor of NAPFA.

A native of Northern Virginia, he received a bachelor’s degree in finance from James Madison University in 2000. Prior to joining PFS in 2018, he worked as a wealth manager for a national financial services company that serves the military community, in addition to holding various positions at other independent advisory firms.

Rob is married and has three children. He enjoys playing golf, traveling with his family to New England, and reading stories about perseverance.


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