Bob began his financial planning career in 1986. He quickly ascended to a leadership position, spending 25 years as the branch’s Executive Vice President. During his management tenure, Bob recruited, trained, and managed as many as 90 financial professionals and support staff, transitioning a small, local office to one of the largest financial planning firms across the Capital Region, Hudson Valley and Western Massachusetts. In 2016, Bob retired from management to focus exclusively on his personal financial planning and wealth management practice, in partnership with the members of Sequoia Financial Group.
Focused on educational and professional development, Bob holds his Charted Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and CERTIFIED FINANCIAL PLANNER™ professional designations. Bob also remains highly engaged in the capital markets, current events, and the investment planning process. Bob and his wife, Susan raised their three children in Clifton Park and now reside in Lake George, New York. They enjoy spending their time skiing, hiking, biking, attending rock concerts, traveling, and relaxing on the lake with their family and friends.
FUN FACTS:
- Grew up in the tiny town of Whitehall NY, which makes its claim as the birthplace of the United States Navy.
- The “black sheep” of a large family with three generations of pharmacists and educators.
- Graduated from Plattsburgh State College over 60 years after my maternal Grandmother and Grandfather.
For more information on working with a CERTIFIED FINANCIAL PLANNER™, please visit the links below.
Sequoia and its financial professionals do not provide tax or legal advice. Clients are reminded to seek counsel from their personal advisors regarding their specific circumstances.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].
To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected]