Robert Kocembo

Examiner
DISC Type : cs

CFA Institute Level I Candidate at CFA Institute

Greater Jackson, MI Area, United States

Overview

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.

Personality Overview

Process Oriented

Unexpressive

Late Adopter

Being observant comes to them naturally.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end.

Topics They Care 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.
Financial Literacy
Volunteers as an IRS VITA Site Coordinator and a scholarship reviewer for the CFP Board, showing a passion for helping others with financial matters.

Media Appearances

Robert has no verified media appearances

Work History

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

Education

5-2020 - 3-2023
ESG Certificant from CFA Institute
11-2015 - 10-2026
Katharine Dexter McCormick Society from Massachusetts Institute of Technology

More Information

Social Presence :

Prographics :

Exp : 5 Location : Greater Jackson, MI Area, United States Job Level : Junior Designation : CFA Institute Level I Candidate at CFA Institute
URL has been copied!

Insights For Selling To Robert

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Ask them which other stakeholders would be important for this purchase decision
  • Be firm in your communication and stay in control

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Robert is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Robert

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Robert move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Robert take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Robert

Personality Compatibility


Other CFA Institute Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.