Broker Check



Robert Rakossy

Robert Rakossy

Financial Advisor

robert.rakossy@cfsllc.com

Mobile: 732-816-0909

Office: 201.843.7700


   

Rob has been in the financial services industry for 40 years and has been a franchisee of an online newspaper for 9 years. He strives to help other small business owners, like himself, gain confidence by creating tailored strategies that work towards financial stability. Rob also works with young families who are starting their new lives together and older couples nearing retirement. He prides himself on his ability to analyze and assess complex strategies in order to bring financial truth to his clients. Now fulfilling a lifelong dream of helping his clients achieve financial protection and success, Robert feels it is his purpose to share his knowledge to help them towards a stable future.

Rob is active in charitable organizations and is currently the Mission and Advocacy Chair for the Pancreatic Cancer Action Network, New Jersey Affiliate. In his spare time, he enjoys spending time at the beach and pool with his wife, two daughters, and pets. Robert’s greatest accomplishments are his two children and watching them grow into successful young adults is what gives him purpose. 

Education

  • B.S. Finance, St. John's University, Jamaica, NY, Member Omnicrom Delta Epsilon (National Honor Society in Economics).

Licenses

  • Life & Health
  • Series 7
  • Series 66




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Registered Representative and Financial Advisor of PAS.  Financial Representative of Guardian. CA Insurance License Number - 4182861