Bob is a Certified Fund Specialist® and he has been helping individuals, families and small business owners to achieve their financial goals for more than 16 years. Bob specializes in retirement income planning, tax reduction strategies, income & asset protection, long-term care solutions and business succession planning. He holds Series 6, 63 and 65 securities licenses as well as life, health, disability, long-term care and annuity insurance licenses.
In 2015, 2014, 2013, 2012 and 2011, Boston Magazine recognized Bob as one of Boston's Five Star Wealth Managers, exemplifying his commitment to client service.
A graduate assistant in the Dale Carnegie Solution Providing program, Bob is also a member of the Framingham Chamber of Commerce Small Business Council, and a MassPack Association board member.
Residing in Natick, MA since 1970, Bob enjoys spending time with his wife, Barbara, their four grown children and twelve grandchildren.
Licensed in CA, MA and NH
For more information visit: http://www.fivestarprofessional.com/profiles/200303