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CFP®, CSLP®, EA
Associate Wealth Advisor
As an Associate Wealth Advisor, Bob is responsible for analyzing the client’s financial picture, preparing recommendations, and supporting Wealth Advisors in our development of strategies to help clients reach their goals. Bob graduated from William Paterson Summa Cum Laude with a degree in Financial Planning. Prior to joining RegentAtlantic, Bob worked at Wealth Enhancement Group in New Jersey. Bob is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Enrolled Agent (EA), and Certified Student Loan Professional (CSLP®).
In his free time, Bob enjoys getting out in nature – hiking, going out on the lake, or playing catch. He also enjoys spending time reading, meditating, and exercising.