Robert is dedicated to helping individuals, families and small businesses in three main areas: Protection, Savings and Investing. He seeks to develop long-term proactive relationships with his clients based on his dedication, integrity, and commitment to their personal and financial success.
His initial work with clients encompasses the coordination and integration of all aspects of their finances, both personal and business. Together they co-create a long-term plan that achieves confidence, wealth accumulation and financial balance.
Robert has been with Strategies for Wealth since 2011 and was previously an analyst with an Investment Bank where he advised small business owners on exit strategies, capital raises and traditional M&A transactions. Robert currently resides in Cold Spring Harbor with his wife Kristin and three children. In his spare time, he enjoys traveling and participating in endurance races such as marathons and Ironman triathlons.
Education and Training:
- Catholic University of America, B.C.E
- Series 7 and Series 66
- Chartered Financial Analyst
- Retirement Income Certified Professional (RICP®)
Specialized Services Offered:
- Financial Balance and Organization
- Wealth Building and Preservation
- College Planning
- Retirement Planning
- Business Planning and Tax Strategies
- Insurance Planning and Design
Community, Charitable or Professional Organizations:
- Back on my Feet
- North Shore Animal League