About Robert

“My mission is to encourage families and businesses to identify their financial goals and develop a well-defined roadmap to achieve those objectives.  I am dedicated to being a lifetime resource to my clients and providing on-going advice as their needs change.”

Robert has been assisting his clients with their investment, retirement and insurance needs since 1993.  He has the experience and knowledge needed to work with business owners, professionals and advisors on a broad range of financial issues.  Bob works together with his clients to help them create clarity and confidence in their financial lives.

Robert is a CERTIFIED FINANCIAL PLANNER™ professional, the recognized standard of excellence for personal financial planning.  Prior to joining the firm, Bob began his career with Arthur Andersen & Co. in the firms Boston office where he earned his CPA designation.  He worked in the small business division with a diverse clientele focusing on tax and audit. 

Bob earned his Bachelor of Science degree in Accounting from Northeastern University in Boston.  As a Registered Representative, Bob qualified as a Lifetime Leaders Conference member, which is a company awarded distinction.

Bob resides in Mahwah, NJ with his wife, Linda.  He is a member of FPA, the Financial Planning Association and is a Foundation Board Trustee for West Bergen Mental Health Care.  When not spending time with his family, Bob enjoys skiing, biking, travel and cooking.