Robert DePalo, JD, CExP, AEP
Director of Business Planning
Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company prior to joining NFN. Robert enjoys helping people identify their goals, and design strategic financial plans to move towards achieving those goals. Robert is a Certified Exit Planner (CExP), this prestigious designation is held by less than 350 people nationally.
As a Director of Business Planning, Robert has a strong understanding of helping business owners find their "why" to design the most efficient plan to achieve both business and personal goals. He believes greatest reward is not personal advancement but assisting others achieve their peak potential. 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 and Financial Advisor of Park Avenue Securities LLC (PAS), 990 Stewart Avenue, Suite 200, Garden City, NY 11530, 516-745-5600 Securities products/services and advisory services are offered through PAS, a registered broker/dealer and investment advisor. Financial Representative, The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network, LLC is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member of FINRA, SIPC
*Not practicing for Guardian or any subsidiaries or affiliates thereof.