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MassMutual financial professional.

Robert "Rob" Scrivensemail

Charter Oak Financial: The Latham Office

24 Century Hill Drive Suite 105
Latham, NY 12110

  • Professional Story

    Robert Scrivens is a financial advisor with Charter Oak Financial, whose proud history dates back to 1886. Rob focuses his practice on the risk and wealth management, corporate retirement planning needs of small to mid-sized businesses.

    Prior to joining Charter Oak, Rob was advisor at MetLife. Rob earned his degree in english and education from Siena College and then went on to earn his master’s degree at The College of Saint Rose. In order to broaden his knowledge base and better serve his clients, Rob obtained professional designations as Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).

    Outside of the office, Rob is actively involved with the Boys and Girls Clubs of the Capital Area and Girls on the Run of the Capital Region, sitting on the board of both organizations. Rob, an avid sports fan, enjoys watching some of his favorite teams: the Boston Red Sox, Buffalo Bills, Boston Celtics, and various teams from the University of Notre Dame and his alma mater, Siena. In addition, Rob likes coaching youth sports and spending time with his family.

    Education

    Siena College (2003-2007)
    The College of St Rose (2008-2011)

    Community Involvement

    Boys and Girls Clubs of the Capital Area, Girls on the Run of the Capital Region

  • Languages:
    • English

  • Credentials:
    • CFP®
    • AIF®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education
    • Student Loan Refinancing

  • Online Services

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