Rob helps individuals and business owners achieve their financial goals and increase certainty in their lives. The planning process is holistic and covers retirement and college planning and all forms of protection including Life, Disability and Long Term Care insurance. The goal is an overall estate plan that helps reduce financial stress to the individual and their family.
Series 6, 63 & 65, Life, Health, and LTC licensed
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian, CA insurance license #0L77292.