2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004
Robert found his way into the financial services industry as a computer programmer. He was writing and maintaining software for an insurance company when he decided that he wanted to work with people, not behind a computer. He quickly found success as a Brokerage Manager, supporting the firm’s brokers with their life insurance sales. One of his brokers suggested that Robert should start a financial services practice of his own. Fast forward more than 30 years later and he couldn’t imagine doing anything else.
Watching his clients live enjoyable, retirement lives without having to worry about their finances brings Robert true joy. His goal is to help his clients retire with sustainable, predictable income within their means and goals. With a mission of bringing value to his clients, Robert focuses on building strong, long-term relationships. Together, he and his clients craft strategies that help relieve their financial anxieties and let them live their lives so they focus on what’s most important to them.
To better support his clients and their needs, Robert holds the Chartered Life Underwriter (CLU) designation and is a CERTIFIED FINANCIAL PLANNERTMprofessional(CFP®).
When Robert’s not in the office, you can find him traveling or spending time with his grandchildren.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Robert’s Licenses and Disclosures