Robert is an established financial representative having been with CFS for over 25 years. His protection-first philosophy showcases his efforts as he takes a wide angle view of his clients’ finances to help minimize risk, utilize tax strategies, and create greater liquidity. Robert works closely with small businesses, partnerships, and professional corporations as well as individuals and families in helping them achieve and maintain financial balance through the use of life insurance. Additionally, he has knowledge in implementing and servicing small group health plans for employers ranging from 1-50 employees. All that Robert does is to help his clients achieve financial security, either in their businesses or personal lives.
Along with his professional career, Robert is involved in the Cure Breast Cancer Foundation (CBCF).
He has been married to his wife, Pamela, for over 25 years and together they have raised two boys, Zackary and Jake. Zackary is a finance major at the Kelley School of Business at Indiana University and Jake is a marketing major at the Ross School of Business at the University of Michigan. Robert plays basketball and golf in his down time. He is an assistant coach for the boys varsity basketball team at Manchester Regional High School in Haledon, NJ.
- BS Finance, Isenberg School of Management at the University of Massachusetts
- Life & Health
- Series 6, 63
Robert’s accomplishments include
- Guardian Leaders Club, 5 years
- Guardian Group Pensions Leadership Award, 1996
Registered Representative of Park Avenue Securities, Financial Representative of Guardian