As a CERTIFIED FINANCIAL PLANNER™ practioner, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He brings top credentials to his daily practice as a working partner and financial advisor with CT Financial Partners. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship.
Bob is a strong proponent of financial education, and has spoken to hundreds of groups regarding proper investment planning, retirement income planning, and college funding.
Bob was the 2008 YMCA Greater Hartford Volunteer of the Year. He ran the YMCA’s annual Strong Kids Campaign at the Farmington Valley YMCA. He served as the president of “Friends of East Granby Baseball,” a Section 501(c)(3) non-profit dedicated to raising money in support of the East Granby High School Baseball team from 2016-2021. He annually volunteers with the firm at Food Share, helping local families in need.
Bob received his Bachelor of Science in Finance from Providence College in 1990, an M.B.A. in Finance from Rensselaer Polytechnic Institute in 2000, and his CERTIFIED FINANCIAL PLANNER™ certification and his Chartered Financial Consultant (ChFC®) designation from the American College in 2007. He holds his series 7, 24, 51, and 66 Securities licenses.
A devoted father of two, Bob enjoys traveling, playing competitive tennis, and spending time with his son Jack and daughter Abby.