Meet Rob Elstad

Guiding Your Financial Future with Momentum Wealth

Guiding Your Financial Future with Momentum Wealth

As one of the faces behind Momentum Wealth, Rob Elstad has been a dedicated Financial Advisor for over two decades. His journey in the financial domain began during his college years, where he fostered a deep passion for financial classes, economics, investing, and financial planning. This early interest laid the foundation for his successful career in the financial industry after his journey from Colorado State University.

What truly distinguishes Rob is his unwavering commitment to his clients. His belief is that financial advising goes beyond numbers and investments; it's about having a heart for people. Rob derives immense satisfaction from guiding individuals through significant financial decisions and offering support during challenging life transitions, such as retirement planning or coping with the loss of a loved one.

Rob's decision to become an independent Financial Advisor stemmed from his dedication to personalized service. He understands that every client's financial situation is unique, with varying values and goals. His independence empowers him to tailor his services to address the distinct needs of each client, ensuring that their financial journey is meticulously crafted working toward success.

Momentum Wealth's geographical location sets it apart - physically situated within one of America's largest retirement communities, The Villages. This positioning allows Rob and his team to cater primarily to retirees and their families. Their services encompass a comprehensive range of financial aspects including financial planning, investment management, estate planning, tax planning strategies, and charitable giving.

In his personal life, Rob's interests extend beyond finance. He resides in a family-friendly neighborhood near The Villages, enjoying the outdoors through activities such as hiking, camping, fishing, and hunting. His graduate degree in International Management fuels his passion for exploring different countries and cultures, always seeking unique, local experiences.

Rob's commitment to giving back is evident in his volunteer work with the Villages Honor Flight program, where he serves as a Guardian accompanying veterans to Washington, DC to honor their service to the country.

Reach out to Rob and let him guide you towards financial confidence, pursing your finances to enhance the quality of your life.

How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Click here to schedule a meeting with Rob Elstad

Looking to Learn More?

Contact Rob: (352) 415-0002