With more than 25 years in Financial Services, Robert has the experience and expertise to help you acquire and protect your resources and live the lifestyle you desire. Using a client-centered approach he focuses not just on your money but your entire life. The foundation of this approach is to find what is important to you and then identify and prioritize your entire financial life.
Whether it’s being prepared to send your children to college, a comfortable retirement, or just general Financial Planning Robert will build you a comprehensive, custom financial plan.
Being an Independent Advisor makes this possible. Robert is a Registered Representative with Centaurus Financial, Inc. a national Independent Broker/Dealer allowing access to a wide range of quality financial products and services. Independence enables him to invest as he determines will best serve his clients – without pressure to choose proprietary products or to meet sales quotas. Further, Centaurus shares Robert’s mission to provide clients with the highest standard of service, emphasizing strong values and integrity as he helps guide them toward the fulfillment of their financial goals.
Robert splits time between Dorchester and Dartmouth, Massachusetts, with his wife, Pamela and their dog Spike. Interests include an active competitive sailing schedule and supporting the local Boston Sports Teams and dog rescue charities.
Centaurus Financial, Inc. is licensed to offer securities, investment advisory services and insurance products. Centaurus Financial, Inc. is a Registered Investment Adviser with the Securities & Exchange Commission (SEC) and a member of both the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).