Bob's philosophy is to keep his clients current on the latest strategies for producing reliable retirement income, minimizing estate taxes and structuring their investment portfolios based on goals and time horizons. He has been featured in workshops and public seminars as a speaker and as an educational resource.
Bob holds a B.A. in Business from the University of Rhode Island and was recently listed as a Five Star Wealth Advisor in Rhode Island Monthly magazine. A native of Rhode Island, Bob and his wife, Carol live in Johnston with their two children, Erica and Bobby, Jr. In his spare time, Bob likes to keep fit, enjoys golfing and is an avid maker and collector of fine wines. He also does various volunteer work, including the RI Special Olympics.
Click here to read Bob's article on Cultivating Client Trust
Chartered Retirement Planning Counselor (CRPC) conferred by College for Financial Planning.