Robert Rizzuto is a Financial Advisor with Planning Alliance. He helps individuals and business owners achieve their financial goals and increase certainty in their lives. His holistic planning process encompasses retirement planning, college planning, asset protection, tax-efficient strategies, and insurance planning, specifically life insurance, disability insurance and long-term care (LTC) insurance.
Robert joined the firm in 2016. Prior to Planning Alliance, he worked with New York Life. Before pivoting to a financial services career, he worked in branding and marketing holding Senior Leadership positions with JWT, Ammirati Puris Lintas, Lowe Worldwide, Griffin Bacal, and Backer Spielvogel Bates.
Robert received his Bachelor of Science in Business Administration and Management from Cornell University. He holds his Series 6, 63, 65, Life and Health, and LTC licenses.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 1040 Broad Street, Suite 202, Shrewsbury, NJ 07702. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, (973) 244-4420. PAS is a wholly owned subsidiary of Guardian. Planning Alliance is not an affiliate or subsidiary of PAS or Guardian. Planning Alliance is a General Agency of Guardian. CA Insurance License Number - 0L77292.