About Robert
Robert has more than 20 years of experience assisting individuals in retirement and cash flow planning, investment management, and tax planning. His primary responsibility is to assist his clients in the pursuit of their financial goals. Robert examines their unique situation and provides comprehensive financial planning recommendations. This approach focuses on investment management, the accumulation and distribution phases of retirement planning, as well as risk management and estate planning. Additionally, Robert oversees and manages the Atlas Financial Planning Department.
A lifelong resident of the Capital Region, Robert is an active volunteer in the community. He is an avid outdoorsman and enjoys spending time with his wife Linda.
Education and Professional Milestones
- State University of New York at Brockport – bachelor’s degree in finance
- Joined Focus Partners Wealth through the firm’s merger with Atlas Private Wealth Management
- Has also held a financial services role for Ayco, a Goldman Sachs Company
Robert has more than 20 years of experience assisting individuals in retirement and cash flow planning, investment management, and tax planning. His primary responsibility is to assist his clients in the pursuit of their financial goals. Robert examines their unique situation and provides comprehensive financial planning recommendations. This approach focuses on investment management, the accumulation and distribution phases of retirement planning, as well as risk management and estate planning. Additionally, Robert oversees and manages the Atlas Financial Planning Department.
A lifelong resident of the Capital Region, Robert is an active volunteer in the community. He is an avid outdoorsman and enjoys spending time with his wife Linda.
Education and Professional Milestones
- State University of New York at Brockport – bachelor’s degree in finance
- Joined Focus Partners Wealth through the firm’s merger with Atlas Private Wealth Management
- Has also held a financial services role for Ayco, a Goldman Sachs Company