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
You Are Not Alone it Just Feels That Way
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
