Robert McLean
Wealth Planner II
Why did you choose a career in financial services? Throughout high school and college, I have always enjoyed finance classes and learning about investing. This led me to choosing a career in financial services because I can combine these interests of mine while also helping others. I also enjoy networking and building strong relationships with people as well as understanding their passions.
What do you love about your work? I love how meaningful my work is. Every day that I go to work I know that I am helping make a difference in people’s lives.
What do you think is the greatest value you give to clients? I find the greatest value I give to clients is peace of mind. I am a huge advocate for mental health, and by being able to reduce people’s financial stress, it means everything to me.
What is one thing most people don’t know about you? One thing most people don’t know about me is that, although I am not very good, I enjoy playing the piano.
What do you enjoy most outside of work? Outside of work I enjoy working out at the gym with friends, snowboarding, skateboarding, and backpacking.
List any educational degrees and schools. Finance BBA, Boise State University.
List any certifications, designations, or licenses. None currently.
List membership in any professional association. None currently.
List any awards or professional recognitions. 6 out of 8 semesters at BSU I made dean’s list.