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Bob Lax

Bob Lax

Associate General Agent

blax@cfsllc.com

Office: 201.843.7700 x 221  

Robert Lax is an Associate General Agent and Head Investment Specialist at Certified Financial Services. He started his career in accounting before developing the Investment Department at CFS over 30 years ago. In addition to helping our associates guide their clients through investment planning, he is instrumental in the firm's growth and agency finance.

He enjoys spending time with his family and watching his three children and grandchildren grow.



Education

  • BS Accounting, MBA, Fairleigh Dickinson University

Licenses

  • Life & Health
  • Series 6, 7, 63, 65

Bob’s accomplishments include

  • PAS VIP Top 100
  • Guardian Leaders Club, 30+ years



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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H77636.