Robert K. Springer, Ph.D., CFP®

Dr. Robert K. Springer is an economist and a CERTIFIED FINANCIAL PLANNERTM professional who is the founder of Crest Financial Group. For over 45 years he has established a professional practice specializing in financial, tax, retirement, and estate planning for individuals and businesses in the Lehigh Valley and surrounding areas.

Prior to 1981, Dr. Springer was an economics and statistics professor at the University of Santa Clara, California at both the undergraduate and the MBA levels. During that time he published articles in various professional journals and attended numerous economic association meetings. Interested in sharing his economic astuteness with others, Bob was encouraged to become a financial advisor by his father, Robert C. Springer, who held an MBA from the Wharton School of Business and was also a CERTIFIED FINANCIAL PLANNERTM professional.

We believe Dr. Springer’s clients benefit from his unique mix of credentials, knowledge, and insight. Some of his past activities include:

• Past professor of Retirement & Estate Planning through The Institute for Learning in Retirement (ILR) at Cedar Crest College
• Adult education courses on investments at Lehigh County Community College
• Continuing education classes given to CPAs
• A wide variety of public and private workshops for companies and their employees in the Lehigh Valley
• Feature columnist for the business section of the East Penn/Parkland Press
• Appearances on “The Arts Connection” and “View and Reviews” - a TV2 talk show on various financial planning topics
• Workshops for Senior Citizens at Muhlenberg College

Dr. Springer has gained professional standing as a member of the International Board of Certified Financial Planners. He is a Phi Beta Kappa graduate of The College of Wooster and received his doctorate from The University of Illinois. He also received the CERTIFIED FINANCIAL PLANNERTM designation from The College for Financial Planning in Denver.

He holds the Series 6, 7, & 63 securities registrations and Life & Health insurance licenses.

When he is not at the office, Bob enjoys playing tennis, pickleball, and spending time with his 6 grandchildren. He is an active member of his church, previously serving on the board of trustees. Bob was a member of the United Methodist Conference Camping Board and the primary donor of the Springer Center at Pocono Plateau Camp and Retreat Center.