Robert Kokol CFP®, CDFA™, AEP®, MBA

Florida Supreme Court Certified Mediator – Family Law


Education and Credentials:

  • Graduate, Family Mediation Certification Training, University of South Florida, Tampa, FL
  • Graduate, Beginning and Advanced Collaborative Divorce Training, Tampa FL
  • Graduate, Wharton School, Retirement Planning Program, University of Pennsylvania, Philadelphia;
  • Graduate, Cannon Trust Sales School; Charlotte NC
  • MBA, University of Miami (FL) Graduate School of Business, Coral Gables, FL
  • BA, Colgate University, Hamilton, NY

 

Currently holds:

  • Florida Supreme Court Certified Mediator – Family Law
  • Certified Financial Planner™ (CFP®) designation
  • Certified Divorce Financial Analyst™ (CDFA™) designation
  • Accredited Estate Planner (AEP®) designation
  • FINRA Licensing: Series 7, 63, 66
  • Florida Insurance – Life, Health, Variable Annuity

 

Current Community/Professional Activities:

  • Past Co-Chair, Member, Tampa Bay Academy of Collaborative Professionals f/k/a Tampa Bay Collaborative Divorce Group
  • Past President, Member, Tampa Bay Estate Planning Council
  • Past Chair, Investment Committee; Member, Tampa Orlando Pinellas Jewish Foundation (“TOP”)
  • Founding Member, Collaborative Divorce Institute of Tampa Bay n/k/a Next Generation Divorce
  • Member, Hillsborough County Bar Association and Family Law Section
  • Member, International Association of Collaborative Professionals
  • Member, Community Foundation of Tampa Bay, Professional Advisory Committee