Robert Cadena

Robert Cadena

CEO

Robert C. Cadena Jr., co-founded Retirement Solutions in 2001 and serves as the company's  Chief Executive Officer.

Before his work with Retirement Solutions, Robert was a Registered Investment Advisor Representative at MassMutual Financial Group where he worked for nearly 10 years. There he managed (including directly held investments) over $100 million of assets and served as President of MassMutual's San Antonio Agents' Association in 2006.

After leaving MassMutual, Robert assumed the role of CEO for Retirement Solutions and continues to put his leadership and vision to work. He is a strong advocate for open and competitive business practices and is dedicated to providing his clients and prospective clients financial planning that is comprehensive and reliable. 

The explosive growth of Retirement Solutions is due to efficient, responsive delivery of sound financial advice, as well as referrals received from highly satisfied* clients. He appreciates the confidence that his clients place in him and his staff, and they work diligently to bring value to all relationships.  

 

Robert collaborates daily with some of the top financial minds in the U.S. They collectively share and benefit from some of the best planning ideas and practices to help ensure that clients are always provided the foremost thinking in financial and estate planning. Robert's relationships and alliances with other financial professionals span over 20 years and have proven invaluable to his clients. It has enabled his forward thinking to help bring his clients state-of-the-art strategies in financial trends, financial planning, tax strategies, estate planning and access to high-end portfolio management.

 

Robert earned the coveted Master of Science in Financial Services (MSFS) and Certified Fund Specialist (CFS) designations and is also Certified in Long Term Care (CLTC). 

 

Accomplishments

MassMutual

2004-2007 Top of the Council Qualification, or National Top 100 Agents

2005 Chairman's Club Top 10 Agents in country

2005 Company Premium Leader

2005-2008 MMLISI Top 100 Registered Reps 

Invest Financial

2009-2017 Leaders Top 1% in company

2014 #1 Agent in company

LPL

2018-2019 Masters Club Top 3% in company

*It is not known whether clients approve or disapprove of the advisor or the advisory/brokerage services provided.