Whether in times of growth or in times of uncertainty, LPL Financial’s cornerstone to providing sound financial advice to our clients has always been to:
- Start the conversation,
- Prioritize your needs,
- Educate every step of the way, and
- Implement the solution.
Whether you're in the early stages of shaping your financial future, in the process of transitioning careers or starting a new business, or a retiree looking to enhance and protect their wealth, we will help you create that pathway toward stability and success.
With nearly 20 years in the financial services field and over a dozen years as a Financial Advisor, Robert has seen investors in all walks of life.
Robert has been affiliated with the most recognizable names in the wealth management field including Wells Fargo Advisors, J.P. Morgan Chase, and Raymond James.
He now calls LPL Financial home, giving him the flexibility and foundation to provide full independent financial solutions not dictated by firm policies or agendas but dictated by your goals and needs.
He and his team are at your service 24/7 to answer your questions and provide you with a complete sense of security.
Robert resides in Mahwah, NJ with his 2 children, Avery and Denham. Aside from being a Soccer Dad, a Karate Dad, a Tennis Dad, and a Dad Dad, he enjoys charitable golf outings, fantasy football, and patronizing enticing local businesses and restaurants, new and old.