RB
Robert Borden, CFP®  ,EA
Senior Financial Planner, Chief Compliance Officer

Robert Borden, CFP®, EA, serves as Senior Financial Planner and Chief Compliance Officer at HFG Wealth Management. Robert is responsible for the oversight of the HFG Financial Planning Division, as well as the firm’s compliance functions, to ensure the firm delivers on its commitment to provide clients with an extraordinary level of service. Robert offers nearly 20 years of experience in the financial services industry with expertise in advanced financial planning, investment management, risk analysis, and tax analysis.

Prior to joining HFG Wealth Management, Robert was an independent financial planner as well as an Investment Advisor and Senior Portfolio Analyst at Paul Comstock Partners in Houston. He has attained the Certified Financial Planner™ certification as well as the Enrolled Agent (EA) designation conferred by the US Department of Treasury. Robert holds a Bachelor of Business Administration with a concentration in Finance from the University of Texas at Arlington and a Masters of Business Administration degree from the University of Houston. He is a member of the Financial Planning Association of Houston, the National Association of Charitable Gift Planners, and the Planned Giving Council of Houston. Additionally, he holds the Texas general lines Life, Accident, Health, Property & Casualty Insurance license.

Outside of work, Robert enjoys playing golf, cycling, skiing, hiking, traveling, and spending time with friends and family. A native Houstonian, he is a long time member of Second Baptist Church and resides in Katy with his wife and two children.

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