
Robert (Rob) Sturgesemail
Center for Wealth Preservation - Suffolk
Hauppauge, NY 11788
Professional Story
Robert Sturges’ mission is to create and maintain long term, valued relationships with his clients based on his education, ethics, professionalism, and caring attitude. At a young age Robert learned the value of hard work from his grandmother who was in the financial industry and his father who always told him, “You have to work hard for the things you want.” With a strong commitment to help his clients achieve personal financial independence and security, Robert serves his clients to protect and grow the legacy they worked their whole lives to build. He implements comprehensive financial planning strategies with a wide range of clients, specializing in work with business owners and executives.
Robert began his career right out of college in 2007 when he joined MetLife as a financial advisor. In 2016, MetLife merged with MassMutual, and the following year Robert was part of the Center for Wealth Preservation, a member of the MassMutual Financial Group. He partnered with The Legacy Group in 2023 as his holistic approach to planning aligned with the firm’s three-dimensional, client-first philosophy. Robert’s goal is to create a synergy between his planning process and clients’ goals. His areas of specialty are Retirement and Financial Planning, Income Protection, Wealth Management, and Business Planning.
As a graduate of St. Joseph’s College with a Bachelor of Arts degree in Business Administration, he serves as a member of the Alumni Association Executive Board at St. Joseph’s College. Robert has also achieved his designations of LUTCF (Life Underwriter Training Council Fellow) from the American College and CLTC (Certification for Long Term Care). He currently resides in Miller Place with his wife, Ann Marie, and children, Julianna and Mason. He enjoys spending time with his family, playing golf, basketball, volleyball, and exercising.
Languages: English
Credentials: LUTCF®, CLTC
Specialties:Insurance Strategies, Business Owners, Investment Strategies, Retirement Income Planning, Retirement Strategies, Group Benefits, Business Succession Planning, Financial Education, Estate Planning
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