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-angled 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 and vehicles. 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 stability, 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. 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.

Education

• BS Finance, University of Massachusetts

Licenses

• Life, Accident & Health
• Series 6, 63

Robert’s accomplishments include

• Guardian Leaders Club, 5 years
• Guardian Group Pensions Leadership Award, 1996