About Bobby
Bobby helps Focus Partners Wealth clients plan their financial futures while also mentoring and helping onboard new advisors and associates within the firm. With a focus on tax planning, his passion is rooted in using critical thinking to design efficient strategies that help clients achieve their goals. He values building close, long-term relationships with families, gaining a deep understanding of what truly matters to them, and guiding them every step of the way toward those priorities.
Bobby has nearly 15 years of experience in the industry, starting as a Financial Advisor and watching his roles and objectives steadily progress. Over the years, Bobby has grown from supporting client meetings and handling basic requests to proactively identifying opportunities, creating tailored recommendations, and presenting strategies directly to clients. He has also advanced from learning tools and products to becoming a subject-matter expert and advisor, assisting both clients and colleagues.
Outside of the office, Bobby enjoys spending time with family and close friends, traveling, fitness, and leading an active lifestyle.
Education and Professional Milestones
-William Paterson University – bachelor’s degree with a concentration in finance
Bobby helps Focus Partners Wealth clients plan their financial futures while also mentoring and helping onboard new advisors and associates within the firm. With a focus on tax planning, his passion is rooted in using critical thinking to design efficient strategies that help clients achieve their goals. He values building close, long-term relationships with families, gaining a deep understanding of what truly matters to them, and guiding them every step of the way toward those priorities.
Bobby has nearly 15 years of experience in the industry, starting as a Financial Advisor and watching his roles and objectives steadily progress. Over the years, Bobby has grown from supporting client meetings and handling basic requests to proactively identifying opportunities, creating tailored recommendations, and presenting strategies directly to clients. He has also advanced from learning tools and products to becoming a subject-matter expert and advisor, assisting both clients and colleagues.
Outside of the office, Bobby enjoys spending time with family and close friends, traveling, fitness, and leading an active lifestyle.
Education and Professional Milestones
-William Paterson University – bachelor’s degree with a concentration in finance