As a financial advisor, Bob assists individuals and families with the development of cost effective and tax efficient strategies to reach a wide variety of financial goals, including: education funding; retirement planning; estate conservation; investments and wealth accumulation; and insurance and risk management services.
He also works with business owners to customize employee benefit programs, employer sponsored retirement plans, executive compensation packages and business continuation strategies.
Bob began his career in the insurance and financial industry in 1994 after graduating from Manhattan College, Bronx, New York with a Bachelor’s Degree in Business Management. Prior to joining NEPC in 2009, he obtained extensive experience from a diverse background working at State Farm Insurance, RBC Wealth Management and Merrill Lynch. He is a licensed Life and Health Insurance Producer and holds both the Series 7 and 66 licenses.
Bachelor of Business Management, Manhattan College, New York
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian