Robert Freitas has worked in financial services since 2006 — twenty years of helping individuals and families in the CSRA pursue financial goals that reflect what matters most to them. He holds an MS in Business Management from Southern Wesleyan University and is a Certified Kingdom Advisor (CKA), a credential earned through rigorous training in biblical stewardship principles and how they apply to real financial decisions.
Born in Northern California and raised in the Aiken and Augusta area, Robert is deeply rooted in this community. He is a military veteran and currently serves on the Aiken City Council. That combination — service in uniform and service in local government — shapes how he approaches his work: with accountability, directness, and a long-term view.
Robert’s path to the CKA credential began with a prayer breakfast that introduced him to the Kingdom Advisors program. What started as a professional development opportunity became something more: a clear sense of calling to work with clients whose financial decisions are guided by faith. That calling is the foundation of Freitas Wealth Management Group’s approach to planning.
Today, Robert works with faith-driven individuals and families across Aiken, Lexington, and the broader CSRA — helping them align their financial plans with their values, not just their balance sheets. The firm partners with LPL Financial as its broker-dealer.
Education
- Bachelor of Science in Business Management, University of Phoenix, 2005
Licenses
- Series 7 – General Securities License held through LPL Financial
- Series 63 and 66 – Uniform Securities Agent License held through LPL Financial and Stratos Wealth Partners
- Life and Health Insurance Licensed