Rob has been working in the field of personal financial planning for over 30 years and is currently affiliated with Cetera Financial Specialists, a leading independent broker dealer.
He focuses on helping pre-retirees create and design a customized plan to help meet their retirement goals and live a more comfortable life throughout their retirement years. During this process, Rob provides advice in the areas of asset accumulation, retirement planning, life insurance needs, as well as estate and tax planning through his relationships with local attorneys and CPAs.
From an educational perspective, Rob received both his undergraduate and graduate degree from Fairleigh Dickinson University in accounting and finance respectively. His current security registrations include a Series 6, Series 62, Series 63, Series 65, life and health insurance.
When Rob is not striving to help clients achieve their goals, you can find him at the local gym or on the golf course hitting balls into the woods. He absolutely loves spending time with his family, especially his three grandchildren Emmy, Max, and Ben.