Robert Barzelatto is a Financial Advisor with Planning Alliance. He aims to build lifelong relationships with his clients by assisting them with strategizing their financial goals. He believes working on a highly collaborative and supportive team with over 30 years of cumulative experience allows him to provide superb client service to individuals, families, and small businesses.
Robert joined the firm in 2021. Prior to Planning Alliance, he was Director of Philanthropy and later Vice President of Communications with the Delta Pi Chapter of Alpha Sigma Phi.
Robert received his Bachelor of Science in Finance with a Minor in Entrepreneurial Studies from the University of Delaware in 2021. He has since obtained his SIE, Series 7, and Series 66 licenses.
Outside of work, Robert enjoys spending time with his family and friends as well as following the NFL, MLB, NCAA Wrestling, and his beloved Fightin’ Blue Hens.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 50 Tice Blvd, Suite 280, Woodcliff Lake, NJ 07677-7654, 973-244-4420. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4175833.