2812 N. Norwalk, Bldg 9, Suite 118
Mesa, AZ 85215
Robert has been in the investment advisory business for over 18 years. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Life Insurance underwriter. Robert aims to work with individual and small businesses in developing a plan of pursuing their financial goals. Whether that is retirement planning, college planning, 401k or just general financial planning, Robert can help. Originally from the Boston Massachusetts area, he now resides in the sunny metro area of Phoenix, Arizona. Robert graduated from Norwich University, the oldest private military school in the country, nestled in the mountains of Northfield Vermont. His hobbies are yoga, running, hiking, tai chi, reading, scuba diving and lifting weights. Robert’s biggest accomplishment is his son, Brock.