Robert Boshar, CLU

Rob Boshar is an Investment Advisor Representative with over 20 years of experience in helping clients grow and protect their wealth. He has a fiduciary responsibility to act in his advisory client’s best interest. Rob enjoys the challenge of simplifying what can often be complex financial issues into terms his clients can easily understand. He worked as an advisor for Prudential for over 16 years prior to joining LPL and Bay Financial Associates in 2021. Rob likes being an independent advisor at Bay Financial Associates because he has access to a CPA and an attorney on staff, as well as the LPL platform which allows him to provide the best solutions for his clients. He also often teams up with his brother, Jeff Boshar, who is a financial planner and has assisted in providing in depth retirement plans for certain clients. Rob has qualified for the Million Dollar Roundtable for 10 years.

Rob is a graduate of Tufts University and received an MBA at the University of Massachusetts. He also earned a designation as a Chartered Life Underwriter (CLU). He is a diehard football and baseball fan and enjoys competitive sports having played in men’s softball and basketball leagues for a number of years.

His goal is to create the most efficient portfolio for each of his clients. That being one which achieves the greatest return with the least amount of risk. Oftentimes, he does this creatively integrating the latest financial instruments into a client’s strategy. He realizes all clients have different objectives and levels of risk tolerance and he carefully evaluates one’s risk profile prior to making suggestions. Ultimately, he strives to provide more service so that his clients are not only satisfied, but are delighted advocates!