Our practice has grown over the years and recently changed our name to Independent Investment Advisors to better reflect our investment philosophy and who we are.
Academic Background
Robert earned his BBA and MBA from Temple University in Philadelphia, Pennsylvania. Robert is a Chartered Financial Consultant (ChFC), Registered Health Underwriter (RHU), and a Chartered Life Underwriter (CLU).
My Professional History
After working for Laventhol & Horwath in Philadelphia as a public accountant, Robert became an insurance and investment planner, and he moved to Florida in early 1984. I served as a past president of the Lee County Chapter of the American Society of CLUs and ChFCs, which is currently called the Society of Financial Service Professionals, and I have been published in various area magazines and newspapers.
Some Personal Information
Robert currently lives in Cape Coral with his wife, Reina. He met her while he was at Temple University and says it was the best thing that ever happened to him. They have two adult children and one grandchild.