Rob is a Wealth Consultant in the Rocky Hill and Wethersfield area of Connecticut. He specializes in advanced investment management, risk management strategies, and cash flow analysis. This approach provides a clear picture on retirement income and brings forth any gaps that may exist. Rob develops customized financial plans, legacy strategies, and estate planning services when needed. He is responsible for managing client relationships while providing an active multifaceted approach; applying multiple investment strategies and research in an effort to help generate consistent returns within a client’s risk tolerance.
Rob helps his clients manage risk through detailed attention to the macro environment, careful portfolio construction, and frequent reevaluation to help ensure his clients are remaining on track.
Rob and his team strive to provide an unparalleled service model to his client base through frequent reviews, calls and helpful content on a regular basis.
Working closely with each client, Rob uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Rob monitors its performance on an ongoing basis, making any adjustments as needed.
With 25 years of investment experience, Rob is a member of the Chairman’s Club. This distinction is given by LPL Financial to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. It reflects Rob’s experience in delivering the financial advice and personalized service his clients need to pursue their financial goals.
Rob is a graduate of Ithaca College where he received a BS in Business and Psychology. He serves his community by volunteering at his local church and the Farmington Public School District.
Rob’s FINRA registrations held with LPL Financial:
SERIES 7, 24, 63, 65 LIFE & HEALTH