Designations and Licenses

Bob is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter.

Experience and Education

Bob provides personalized wealth management solutions for high-net-worth individuals, families, business owners, foundations, entrepreneurs and institutional clients. He designs, implements and monitors customized investment solutions with a focus on clients’ long-term objectives and cash flow needs.

Bob also provides integrated planning and investment strategies to help grow and protect clients’ wealth including tax and estate planning, risk management and retirement planning. He specializes in investment and business planning, insurance and pensions.

Personal Interests

Bob is active in amateur golf and is a six-time New Jersey State Amateur Champion.