With over 20 years of wealth management experience, Robert’s focus is helping individuals and families plan for their financial future. By embracing a model of integrated wealth management, he addresses all of the relevant areas of financial planning including investment management, taxes, wealth accumulation, cash flow generation, insurance, and estate planning to generate comprehensive financial plans for his clients.
As a fiduciary, Robert has a passion for providing independent, unbiased advice and educating his clients on the importance of behavioral finance.
Prior to founding Principle Wealth Partners, Robert gained both small and large investment firm experience with responsibilities ranging from investment committee member to member of the Board of Directors. He also held senior roles at Fidelity Investments and Bank of America Investments.
Robert resides in Killingworth with his wife Danielle and daughter Giuliana.
Education & Certifications
Fairleigh Dickinson University
CERTIFIED FINANCIAL PLANNER™ Professional
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