Meet Rob Elstad
Financial guidance for whatever comes next.
Life rarely follows a perfectly straight path. Retirement arrives. Families change. A spouse passes away. An inheritance creates new responsibilities. And sometimes you simply reach a point when the financial decisions ahead feel too important to make without a clear plan.
Rob Elstad has worked in the financial services industry since 2000, helping people navigate those decisions with greater clarity and confidence.
His interest in finance began in college, but his career taught him something far more important: good financial advice isn't just about money. It's about people.
Behind every portfolio is a life—a family, a retirement, people you want to care for, experiences you hope to have, and a legacy you may want to leave behind.
That's the philosophy behind Momentum Wealth.
Located near The Villages in Central Florida, Rob works primarily with retirees and families navigating retirement and other significant life transitions. Rather than beginning with products or investments, the process begins with understanding you—where you are today, what matters most, and what you want the years ahead to look like.
From there, Rob helps bring the different pieces of your financial life together so you can make informed decisions and move forward with confidence.
Outside the office, Rob's graduate degree in International Management reflects a longtime interest in different countries and cultures. He enjoys traveling and getting beyond the typical tourist experience, along with spending time outdoors—especially camping and fishing in Alaska.
After more than 25 years in financial services, one idea continues to shape Rob's approach:
Your financial plan shouldn't simply be about your money. It should be about what you want your money to make possible.