Robert brings over 17 years of experience in the Financial Services Industry, blending deep experience with a passion for strategic planning. He earned his BBA in Finance from Hofstra University and his JD from Hofstra Law. Over the years, he has held key leadership roles, beginning at an Equities Broker-Dealer, then serving as Managing Director of a Hedge Fund, and later becoming a Partner at a mutual insurance company before joining NFN.
As a Certified Exit Planner (CExP)—one of the most prestigious designations in business planning—Robert specializes in helping business owners craft customized financial strategies. Additionally, he holds the Accredited Estate Planner (AEP) designation, which allows him to provide advanced estate and generational wealth planning solutions for business owners, high-net-worth, and ultra-high-net-worth individuals. With this experience, Robert helps clients navigate complex wealth transfer strategies, helping ensure financial security for future generations.
In his role as Director of Business Planning, Robert works closely with entrepreneurs to uncover their "why" and develop efficient, goal-driven plans that align both their business and personal aspirations. He finds his greatest fulfillment not in personal success but in empowering others to reach their highest potential.
Outside of work, Robert enjoys quality time with family and friends, discovering new restaurants, and passionately supporting his favorite teams—especially as a dedicated New York Jets fan who never misses a home game.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. Not practicing law for Guardian or any subsidiaries or affiliates.