Bob is the visionary behind Apex Financial Advisors. With over 40 years of experience in financial planning, and as one of the first to earn the CERTIFIED FINANCIAL PLANNER™ designation in the country, he is truly a groundbreaker in the financial services industry. A graduate of Pennsylvania State University, Bob earned a Bachelor’s Degree in Aerospace Engineering. After receiving his degree, he completed advanced studies and did research under a NASA contract for two years as a graduate student.
Having spent over 35 years working as a Senior Vice President for a Fortune 500 Financial firm he brings a wealth of experience including senior management. He is well versed in closely held corporations, real estate, private equity and all other investment vehicles.
Bob implements a Multi Family Office approach for high net worth families encompassing all aspects of their life and is considered the primary strategist for the family.
On a personal basis Bob has been a power yoga instructor for over 12 years and achieved a high ranking in Aikido. He also teaches high performance driving on racetracks around the country and fosters dogs for a rescue organizations.
Email: [email protected]