Alert: Please be aware that we will be performing maintenance on the FSCP and CE exam system on April 4th from 8 AM to 5 PM. During those hours you will not be able to take FSCP exams or proctored CE128 exams. No other programs will be affected.

Robert Steen

Robert Steen

Ph.D., CFP®, RICP®

Robert Steen headshot

Adjunct Professor of Financial Planning

Areas of Expertise:

Annuities, Estate Planning, Financial Planning, Insurance Planning, Investments, retirement, Retirement Planning, Retirement Savings, Risk Management, Taxation

BS in Radio, Television, Film, The University of Texas
MBA, The University of Texas
Ph.D., The American College of Financial Services


Robert Steen, Ph.D., MBA, CFP®, RICP®  is an Adjunct Professor of Financial Planning. He also serves as Advice Director for Retirement & Complex Financial Planning for a major financial services company. In this role, he oversees the development of advice points of view and content regarding: maximizing retirement savings, establishing a retirement income plan, managing financial needs during retirement, estate/trust/inheritance tax planning, charitable gifting, and distribution of assets.

Robert previously served as a financial advisor, financial planner, and senior wealth manager, with extensive experience serving the needs of a wide variety of clients, families, and business owners in the areas of personal financial planning. 
Robert holds a Ph.D. in financial and retirement planning through the American College, an MBA in finance from the University of Texas at San Antonio, and his Bachelor of Science degree from the University of Texas at Austin. Robert is a CFP® professional, and a Retirement Income Certified Professional® (RICP®). Robert and his family have lived in Mexico, and he has traveled throughout Latin America and other parts of the world.