My Background

Rob has been a New York Life agent for 40 years. He is also a registered representative through NYLIFE Securities LLC, member FINRA/SIPC, a Licensed Insurance Agency offering products to people residing in the states of New Jersey  and New York. Rob graduated from Monmouth University in July, 1971 with a Bachelor of Science Degree in Business. Estate Conservation through insurance and other financial products has been his life's work. Rob attained the Chartered Life Underwriter and Chartered Financial Consultant designations.
Through dedication to client needs and continuous education, Rob stays on the cutting edge of the latest estate planning techniques and how they can be utilized by his clients in an effort to achieve their goals.


Professional Credentials & Designations

CLU - Chartered Life Underwriter

ChFC - Chartered Financial Consultant

Qualifying & Life Member, Million Dollar Round Table*

Member, N.A.I.F.A.


*The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.


The Staff

Rob has an efficient, friendly, courteous office staff. Customer satisfaction coupled with excellent service is our objective. Our reward has been in positive customer feedback. In addition, as an agent for New York Life, Rob has access to a number of New York Life Product Consultants that help provide him with state of the art technical information.


Services

Rob has built a successful career serving clients in estate conservation and estate creation, asset protection, and helping them achieve their family's financial security goals. Years of experience in problem solving through creative and innovative thinking give him the ability to offer insurance and financial products to help meet your financial goals. Rob can be the catalyst to help ensure that plans and solutions agreed upon by your team of financial advisors are implemented.


Estate Conservation - You've worked hard to build up your business and estate and probably have given thought about what will happen to your efforts in the future. We will help you implement an estate preservation strategy using insurance and financial products that can provide for the passing of your assets from one person or entity to another, whether to your spouse or business partner.


Retirement Funding - Never before, in my opinion, has the need been as great for proper retirement planning. As the "Baby Boomers" mature and retire, our society is learning that many people may truly outlive their money. To help protect you against this, Rob can help you decide how much capital may be needed to produce a comfortable retirement income and the length of time you'll need the capital.


As with most other things in life, a key to achieving your long-term financial objectives is planning. Your goal may be to fund your children's college education, protect your family during your working years, or guarantee your own retirement security. These things won't happen by accident. It's important to determine what you'd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it's never too late to start.


Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC, Rob is a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.


Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.



Neither New York Life Insurance Company nor its agents provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

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