About My Practice
Since 1973, our goal has been to help individuals and small businesses accumulate, manage and protect their financial assets. We use a variety of techniques and services to help our clients make smart money decisions.
Experience
Since 1973, Bob has served his clients in Chester County, Pennsylvania and in New Castle County, Delaware. He received his Certified Financial Planner designation in 1981.
Bob has taught Money Management at West Chester University and has been a guest lecturer at the Drexel University Lebow College of Business, and Widener University School of Law.
Active in the community, Bob enjoys coaching basketball for the Unionville Recreation Association youth league. He is married and resides with his wife and children in Unionville, Pennsylvania. Bob is listed in Who's Who in the East.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance: PA, DE, MD, Health/disability insurance: PA, DE, MD, Fixed annuities: PA, DE, MD, Variable annuities: PA, DE, MD
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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