Robert Schmansky

Rob Schmansky serves as a Wealth Advisor at Pathworks Financial.

He joined the firm in 2024, bringing a diverse background that includes independent practice along with experience at wealth management and tax firms. He is focused on building meaningful client relationships and growing his practice through consistent, high-quality advice. Rob is an Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC). He has contributed to the knowledge requirements for international CFP® certification and served as a brand ambassador for the CFP Board from 2014 to 2018. In 2015, he was recognized by InvestmentNews as a top national talent in the financial advice industry. He has been a contributor to Forbes, U.S. News & World Report, Dow Jones/IAC, Yahoo! Finance, and the Financial Planning Association’s publications. In addition, Rob has taught courses in economics, investment management, and taxation, including courses designed to prepare candidates for the CFP® examination. Rob brings a thoughtful and disciplined approach to financial planning, helping clients navigate complexity with clarity and confidence. In his free time, he enjoys listening to audiobooks and teaching.