With both an undergraduate degree in Psychology and a master’s Degree in Rehabilitation Counseling from the University of Pittsburgh, Bob never would have guessed he would find himself in the business of helping people realize their financial life goals. 37 years later, he remains doing the work he loves. Bob’s client focus revolves around planning… having a financial planning for life. Whether it be purchasing a home, educating children or considering “life after work” everything comes easier with a plan. Bob is a Certified Financial Planner with his Series 6, 7, 63, and 65 securities licenses as well as his life, health and annuity insurance licenses. Bob and his wife Kathy reside in Moon Township with their two children. He enjoys baseball, jazz and spending time with family and friends.
Areas of expertise
Education
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- B.S., Psychology
- University of Pittsburgh
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- MBA, Rehabilition Counseling
- University of Pittsburgh