About My Practice
Florian Financial Group LLC, an independent financial planning and investment management company, was founded with the goal of helping to create financial stability and security to provide financial independence for our clients. We provide the most personal service available, thus earning a reputation for excellence in our industry.
We believe there are several criteria a reliable advisor should meet. By doing your homework, you can help insure you choose someone who will not only protect the assets you have, but help you achieve your retirement and life goals.
Bob is principal of Florian Financial Group LLC, an independent financial planning and investment management company located in Western New York. He specializes in connecting investment strategies with retirement income planning for his clients. In addition, Bob has extensive experience helping clients address their insurance needs. Bob is a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards, licensed Certified Public Accountant (CPA) and Chartered Life Underwriter (CLU).
Prior to beginning his career in 1990 as a financial advisor, Bob worked in the accounting department for Westwood Pharmaceuticals and was then promoted to internal auditor for its parent company, Bristol Myers Squibb.
He earned his B.S. in Accounting from the School of Management of the University at Buffalo.
Bob was involved for 15 years with The Western New York United Against Drug and Alcohol Abuse Foundation, Inc., an organization devoted to raising funds to support local efforts designed to increase awareness, educate and mobilize individuals to actively undertake proven strategies to prevent substance abuse. In addition to serving on the finance committee for many years, he served two two-year terms as president.
He has also been involved for over 10 years with the Lou Gehrig Youth Baseball and Softball League in Amherst, serving as coach and, for four seasons, as chair.
Registrations, Licenses, Certifications & Affiliations
Life insurance: various states, Health/disability insurance: various states
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Public Accountant (CPA)
- Other - Chartered Life Underwriter (CLU®)
Considerations: All planning and investment advice is provided on a fee only basis. We receive no compensation from brokeage firms, mutual fund companies or money managers. The only commissions received are for insurance solutions.
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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