Bobby’s primary goal is to empower his clients to grasp their financial objectives and guide them on a path to achieve their dreams. His expertise lies in both wealth accumulation strategies and the art of effectively managing and distributing assets during retirement. This encompasses comprehensive investment management, strategic insurance implementation, and well-thought-out distribution strategies.
A New Jersey native and a proud alumnus of Montclair State University, Bobby’s passion for advising clients is matched only by his enthusiasm for officiating ice hockey. He officiates at various levels, including collegiate, professional, and even international competitions.
Currently residing in Manville, NJ, with his fiancé, Bobby is a Licensed Investment Advisor Representative who can offer securities and investment advice in all 50 states. With his guidance, you can be confident in your financial decisions and work towards a secure and prosperous future.
