About Bobby
Bobby enjoys being a part of the process that helps individuals and families achieve their financial goals. He has a passion for his clients on wealth management planning and evidence-based investing. Bobby enjoys assembling all the pieces of a client’s financial puzzle into a comprehensive plan that can help them find peace of mind in their financial lives.
Born, raised, and currently residing in Clifton, New Jersey, Bobby has an active lifestyle outside of the office. He enjoys hiking, mountain biking, paddle boarding, and rafting when the weather permits. An avid traveler, Bobby tries to visit a new destination every year.
Education and Professional Milestones
-William Paterson University - bachelor’s degree in finance
-Worked for PNC for over five years, ending as a financial specialist
Bobby enjoys being a part of the process that helps individuals and families achieve their financial goals. He has a passion for his clients on wealth management planning and evidence-based investing. Bobby enjoys assembling all the pieces of a client’s financial puzzle into a comprehensive plan that can help them find peace of mind in their financial lives.
Born, raised, and currently residing in Clifton, New Jersey, Bobby has an active lifestyle outside of the office. He enjoys hiking, mountain biking, paddle boarding, and rafting when the weather permits. An avid traveler, Bobby tries to visit a new destination every year.
Education and Professional Milestones
-William Paterson University - bachelor’s degree in finance
-Worked for PNC for over five years, ending as a financial specialist