“Realizing early on in my career that in order to best serve client needs, I needed to be an independent wealth advisor. I then started Saratoga Financial Services on this basis. At Saratoga Financial Services, we are proud to provide independent financial advice and always focus on what’s in the best interest of the client.”
For more than 25 years, Robert has been serving the financial needs of clients at Saratoga Financial Services. He graduated from Siena College where he earned a Bachelor of Science degree in Finance. He later earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the College of Financial Planning, Denver, Colorado. Robert is also a Registered Representative and a Registered Principal, with securities registrations held with LPL Financial.
A very active member of the community, Robert has served as a board member for the Saratoga Hospital Foundation as well as the YMCA of Saratoga Springs. He has been a member of the Saratoga County Chamber of Commerce for over 25 years and is a graduate of the Leadership Saratoga educational program, a Saratoga County Chamber of Commerce sponsored program. Robert is also a member of the Saratoga Rotary Club where he participates as a Rotary Foundation Trustee. Robert has also dedicated over 16 years volunteering as a youth basketball coach, where he has coached at the Capital District Travel and AAU levels.
Robert has dedicated significant time to continuing his education by attending numerous conferences and workshops on financial planning and investment management. Annually, Robert attends the LPL Financial Focus National Conference filled with educational workshops where securities industry experts address relevant and pressing topics affecting the industry today. In addition, Robert attends monthly Financial Planning Association (FPA) of Northeastern NY meetings, which strive to enhance awareness of financial planning issues and topics. Robert also served as a board member for the FPA (formerly the International Association for Financial Planning) of Northeastern NY from 1994-2002.
Robert resides in Saratoga Springs, NY with his wife Lisa, who works at Skidmore College. In his free time he enjoys spending time with his family, hiking, golfing, playing basketball, and attending Siena basketball games.