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 grandson 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
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian