Rob Mlenek, MBA, CMA®
Chief Financial Officer
As CFO of United Capital Financial Advisors, Rob is responsible for overseeing the firm’s financial operations. His areas of focus include strategic planning, operational leadership and enhancing the value of our client services.
Rob has over 20 years of executive experience working with professional services, SAAS, and manufacturing organizations. He has extensive board experience in helping organizations strategically grow while ensuring the proper governance of the business. In addition to his role at United Capital, Rob has successfully led the financial growth of Creative Planning Business Services (formerly BerganKDV) over the past 6 years.
Rob graduated with a Bachelor of Science in Accounting from St. Cloud State University in St. Cloud, MN. He also received a Master of Business Administration from the University of St. Thomas in Minneapolis, MN.
Rob loves spending time with his wife and three boys. He enjoys the outdoors, traveling, practicing yoga and coaching his sons in their sports.
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