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Robert DePalo, JD, CExP

Robert DePalo, JD, CExP

Managing Director

Robert has been in the Financial Services Industry for over a decade. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He Spent 8+ years at an Equities Broker Dealer as a Senior Vice President and worked as a Financial Advisor at his prior company. Robert enjoys helping people identify their goals, and design strategic financial plans to move towards achieving those goals.

As a Managing Director Robert has a strong understanding of helping people find their "why", and purpose, which is unique for clients as well as fellow associates.  He believes greatest reward is not personal advancement but watching others grow and develop. Robert enjoys spending time with friends and family, he is a huge sports fan who never misses a Jets home game, and enjoys trying new restaurants.


Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian