Bob brought his corporate experience in Information Technology (IT) to the Financial Industry in 2002. His process is to apply disciplines of management, consulting and implementation of strategies learned in IT to a group of people who really need help today with retirement planning. The baby- boomer generation is one that Bob is part of and completely understands the wants, needs, and challenges of making sure their money lasts in a most tax efficient and protected manner. It's all about protection of assets and distribution of income Bob says and that's why along with his partners they present Retirement Planning Workshops locally. Their workshops educate those to have an open mind on all the financial terminology and clarification of products and services that are available today. Quoting John Wooden, "It's what you learn after you know it all that really counts" is the rally cry for his workshops and his students/clients.
Bob is a graduate of St. Joseph's University, lifetime resident of Delaware County, still married to his high-school sweetheart, three children, 12 grandchildren and US Army veteran. His goal: to continue to learn as much as I can as quickly as I can so I will be well prepared and highly qualified for his clients. Additionally, he assists his wife’s (Elaine) cause “Tennis for Teal” events that promotes Awareness for Ovarian Cancer.
Hobbies: Family, Biking, Cars, Jersey Shore
Our team is unique because we all care about helping each other's clients through information sharing and education. We're small enough to pay close attention to our clients yet have the resources to provide big-time solutions.
Favorite Quote: "If you want to go fast, go alone. If you want to go far, go together." - African Proverb
Robert is a Registered Representative and Investment Adviser Representative of, and securities and investment advisory services are offered solely by, Equity Services, Inc. and offers securities in the following states: AZ, CO, DE, FL, GA, NJ, PA. He is insurance licensed in PA.