Bob Lax Associate General Agentblax@cfsllc.comOffice: 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.EducationBS Accounting, MBA, Fairleigh Dickinson UniversityLicensesLife & HealthSeries 6, 7, 63, 65Bob’s accomplishments includePAS VIP Top 100Guardian Leaders Club, 30+ years The Pre-Retirement Checklist This checklist can give you a quick snapshot of how prepared you are. Learn More Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues. Learn More Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H77636.