Senior Partner
Retirement Planning Specialist
Rob’s background includes more than 25 years of financial management and services experience. He conducts his financial planning practice by using a balanced approach to investing and helping to manage risk with a focus on customer goals and minimizing taxes. He concentrates on helping individuals and families reach their goals in the areas of Retirement, Education, Wealth Accumulation, and Estate Planning strategies. He helps them protect their assets through carefully designed strategies to provide for adequate Life, Disability, Long Term Care, and Health Insurance.
Rob recognizes the needs of business owners and helps them with Pension and Retirement Savings Programs (i.e. SEP’s, Simple IRA’s, and 401(k)’s), Succession Planning and Key Person Insurance, Non-qualified Deferred Compensation Plans, and Personal Financial Strategies(so the business owner can focus on his/her business operation).
Rob and his wife Jean reside in Nazareth, PA and enjoy spending time with their family, travelling, and outdoor recreational activities.
Professional Designations/Registrations/Licenses:
Rob has earned the designation of CFP ® CERTIFIED FINANCIAL PLANNER™ professional.
Rob has been awarded the title of Retirement Planning Specialist by Equitable Advisors based on the successful receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania.
FINRA Registrations: Series 7, 66
Life & Health Insurance License in NJ and PA
Degrees/Education:
Master of Business Administration,‘93 from St. John’s University, New York
Bachelor of Science, Business Administration,‘87 from Millersville University of Pennsylvania
Civic Memberships/Personal Profile:
Kiwanis International
USNA Parent's Club of the Lehigh Valley
Professional Accomplishments:
National Leader’s Conference
Centurion