Robert D. Livingston, CFP®, CKA®
Founder and President
Center Pointe Wealth Management is led by founder and president, Bob Livingston. Across the nation, Bob has been advising individuals and families for over 20 years on strategies to manage and preserve their wealth.
Bob is a CERTIFIED FINANCIAL PLANNER™ professional, and a Certified Kingdom Advisor®. He leads our firm with the fiduciary integrity those designations have come to represent. As a CFP® and CKA® professional, he has successfully met the stringent education, examination, and experience requirements, and adheres to the high standards of ethical conduct each organization requires.
Before founding Center Pointe Wealth Management, Bob began his financial services career with Merrill Lynch in 1996. It is there where he honed his knowledge of financial planning, portfolio construction, and sophisticated asset management skills. However, it was his desire to provide his clients with additional flexibility, true independence, and a fresh approach from that offered by traditional Wall Street brokerage firms which led him to start Center Pointe Wealth Management, LLC.
Bob is a graduate of Bethany College where he earned his degree in economics. He participated in additional studies through the graduate program at the University of Wisconsin; The American College in Bryn Mawr, Pennsylvania; and Kingdom Advisors. Bob has completed the General Securities License Examination Series 7; Uniform Securities Agent State Law Examination Series 63; NASAA Uniform Investment Adviser Law Examination Series 65; General Securities Principal Examination Series 24, all currently held through LPL Financial.
Upon graduation from Bethany College Bob entered the United States Navy through the Officer Candidate Program. He spent the next five years as a Naval Surface Warfare Officer, serving onboard destroyers in assignments throughout the world. Completing his active duty service, Bob was quickly recruited by a major Fortune 500 company and would spend the next eleven years in a variety of field and corporate management positions before leaving to enter the financial services industry. Throughout his diversified career, Bob continued to maintain his affiliation with the Navy through the Navy Reserves. Following a cumulative 25 years of service, including a tour as a Commanding Officer of an Intelligence unit engaged in combating the war on terrorism, he retired at the rank of Captain in 2005.
Bob and his wife Carol reside in Allentown, Pennsylvania.