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Bob Lax

Bob Lax

Associate General Agent

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.


  • BS Accounting, MBA, Fairleigh Dickinson University


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

Bob’s accomplishments include

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

<p>You Are Not Alone it Just Feels That Way</p>

You Are Not Alone it Just Feels That Way

Let’s start getting your financial priorities and attitudes in sync with model behaviors.
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<p>What If You Get Audited?</p>

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0H77636.