Rob joined the FPA Wealth Management team in January of 2018 as an intern and transitioned to a full time role in January of 2019. Rob's primary role is to assist clients with technology, as well as setting up and maintaining their personal financial homepage in FPA’s WealthVision®. Rob holds a Life, Accident and Health Insurance license for the state of Pennsylvania. He is working toward obtaining his Series 7 securities registration as well as a Certified Financial Planner (CFP®) designation.
Rob also helps the FPA Investment Committee in assisting with investment research and asset allocation research.
Rob graduated Cum Laude from Delaware Valley University with a Bachelor of Science degree in Marketing. The Delaware Valley Business program honored Rob with the Departmental Achievement Award, an honor given only to one graduate which the department feels best represents the business program. He currently lives in West Chester, PA where he enjoys exploring the outdoors and fishing the local water ways.