Robert Kocembo in

Robert Kocembo

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CFA Institute Level I Candidate at CFA Institute
📍 Greater Jackson, MI Area, United States

Robert is a dedicated financial professional pursuing his CFA charter while holding an extensive array of designations, including CFP, ChFC, and AFC. His background includes an association with the Massachusetts Institute of Technology and a deep expertise in financial planning, further evidenced by an ESG certification from the CFA Institute and a Postdoctoral Residency in Financial Planning.

Beyond his professional qualifications, Robert demonstrates a strong commitment to community service. He actively engages in pro bono work, volunteers as an IRS VITA TCE Site Coordinator to provide free tax help, and serves as a scholarship application reviewer for the CFP Board, showcasing a passion for promoting financial literacy and accessibility.

Unique fact: He holds a Postdoctoral Residency in Financial Planning, a rare and advanced achievement in the financial services industry.

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Experience
5 Years
Current Role
CFA Institute Level I Candidate
Job Level
Junior
Location
Greater Jackson, MI Area, United States
Personality Overview

How Robert shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Robert cares about

Comprehensive Financial Planning
Holds multiple advanced designations including CFP, ChFC, and AFC, and recently completed a Postdoctoral Residency in Financial Planning.
Investment Management
Currently a CFA Level I candidate, indicating a strong focus on developing expertise in investment analysis and portfolio management.
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Career

Work history

4-2025
CFA Institute Level I Candidate
CFA Institute
12-2024
CFP(R) Professional - Scholarship Application Reviewer
CFP Board
6-2020
ChFC(R)
The American College of Financial Services
2-2025
AFC(R)
AFCPE® (Association for Financial Counseling and Planning Education®)
12-2022
IRS VITA TCE Site Coordinator
Internal Revenue Service
In the press

Media appearances

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Education
5-2020 - 3-2023
ESG Certificant
CFA Institute
11-2015 - 10-2026
Katharine Dexter McCormick Society
Massachusetts Institute of Technology
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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