Robert has over 20 years of well balanced experience as a financial and investment professional. As a Trusted Financial Advisor, Robert has helped both high net worth and upper middle income families determine and gain their financial identities. Robert’s educational background includes a Bachelor’s degree in Finance and a certificate of completion of the CFP Professional Education Program.
Robert’s area of experience includes: Executive benefits and stock options (ISOs, Non-Qualified), Investment profile and design, Pension and Social Security planning, 401(k), IRA, Roth IRA planning, rollovers, and transfers, Mortgage and leverage structure, Investment property, and Charitable Trusts, ILITS, and estate topics.
Robert prides himself on working closely with clients to help them navigate their financial course, tailoring their program to fit their needs and lifestyle.
