Since 1989, clients have chosen Bob as their lead financial professional for his knowledge and genuine concern for their individual needs. Having been through a divorce himself, Bob understands the unique challenges divorce can present in someone’s financial future and is committed to working with clients through all phases of their divorce. Bob began his financial services career after receiving his Bachelor of Science degree in Management from Bentley University. He served as a financial representative and sales manager with New York Life Insurance Company, and then held roles at AIG as an Agency Manager and served as a Senior Vice President for Bank of America, CNA-Viaticus, and Citi/Smith Barney before starting his own private Independent Registered Investment Advisory Practice from 2009 to 2013. He is a Co-Founder and Financial Advisor at Strategic Divorce Planning. He also operates as a Senior Financial Advisor and Director of Financial Services for ETHOS Strategic Partners. Bob has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program which includes an agreement to abide by the Code of Ethics and Conduct Standards. Bob is a former board member of “Brain Balancing of Greater Boston,” an organization dedicated to improving technology that will change how head injuries, PTSD, ADD, and other conditions are treated.
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