Robert Caputo is a dedicated Financial Advisor who works closely with individuals, families, and business owners to help them achieve their long-term financial goals. He specializes in retirement planning, with a focus on minimizing risk, optimizing income strategies, and guiding clients through key decisions related to Medicare and Social Security.
Before joining Highland Financial, Rob built a strong foundation in the financial services industry. He served as an Investment Advisor at Fidelity Investments, spent 16 years as a Vice President at Bank of America/Merrill Lynch, and worked as a Financial Planner at Ameriprise Financial Services.
Rob holds an MBA in Finance from Northeastern University and a BA in Economics from Brandeis University. He maintains his Series 7, 63, and 66 licenses, along with Life, Accident & Health licenses in both New Hampshire and Massachusetts. He is also AHIP-certified to offer Medicare plans in NH and MA for 2025.
Outside of work, Rob enjoys spending time outdoors with his wife, Donna, and their two golden retrievers, Ellie and Lucy, near their home in Stratham, NH. He also loves golfing with his son, Robert, in the Boston area and visiting his daughter, Grace, in Chicago.