AeroLeads people directory · profile
Bob Gustafson, Cfp® Email & Phone Number
Director and Senior Wealth Advisor
at
Mariner
1 work email found
@rkgfinancial.com
1 phone found area 508
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director and Senior Wealth Advisor
Location
Marlborough, Massachusetts, United States
Company size
Who is Bob Gustafson, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Bob Gustafson, Cfp® is listed as Director and Senior Wealth Advisor at Mariner, a with 10 employees, based in Marlborough, Massachusetts, United States. AeroLeads shows a work email signal at rkgfinancial.com, phone signal with area code 508, and a matched LinkedIn profile for Bob Gustafson, Cfp®.
Bob Gustafson, Cfp® previously worked as Owner, CFP, Registered Investment Advisor at Triton Financial Group and Founding Member at Triton Business Advisors. Bob Gustafson, Cfp® studied at University Of Massachusetts Amherst.
Company email context
Email format at Mariner
This section adds company-level context without repeating Bob Gustafson, Cfp®'s masked contact details.
{first}@rkgfinancial.com
86% confidence
AeroLeads found 1 current-domain work email signal for Bob Gustafson, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Bob Gustafson, Cfp®
Bob is a Certified Financial Planner® with close over 25 years of experience in the securities industry. He spends many hours per year in advanced financial education, studying the many facets of the financial industry, including securities, insurance, taxes, and other areas that affect your financial situation.The goal of his firm is to become indispensable in helping clients make smart financial decisions through highly personalized service, trust and integrity. To achieve this goal, it requires that he has a wide range of skills and expertise in many areas including portfolio management, insurance planning, tax management, estate planning and other critical related areas.Specialties: Financial planning, portfolio management, investment management, employer benefits, life, disability, and long term care insurance.
Listed skills include Strategic Financial Planning, Investments, Estate Planning, Small Business, and 26 others.
Current workplace
Bob Gustafson, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Mariner
5 roles · 36 years
Bob Gustafson, Cfp® work experience
A career timeline built from the work history available for this profile.
Owner, Cfp, Registered Investment Advisor
CurrentTriton Financial is an independent SEC-registered investment advisor and fee-based financial planning firm committed to providing our clients with objective advice and outstanding personal service. Our focus is comprehensive financial planning coupled with cost-effective wealth and risk management solutions. In addition, we have a unique ability to implement virtually any solution across all aspects of personal and business finance. This is accomplished utilizing our own in-house resources as well as leveraging the expertise of many other professionals that we work with.
1995 - Present
~31 yrs 6 mos
Founding Member
CurrentTriton Business Advisors is an organization of seasoned professionals that work with businesses to identify areas needing improvement and implement a clear and focused path to improve performance and accelerate results. What makes First Beacon truly unique in the business advisory space is the fact that all members of First Beacon own and operate their own businesses.
Mar 2012 - Present
Financial Advisor
1993 - 1994
~1 yr
Financial Advisor
J. W. Gant Investment Bankers
1991 - 1992
~1 yr
1 education record
Bob Gustafson, Cfp® education
FAQ
Frequently asked questions about Bob Gustafson, Cfp®
Quick answers generated from the profile data available on this page.
What company does Bob Gustafson, Cfp® work for?
Bob Gustafson, Cfp® works for Mariner.
What is Bob Gustafson, Cfp®'s role at Mariner?
Bob Gustafson, Cfp® is listed as Director and Senior Wealth Advisor at Mariner.
What is Bob Gustafson, Cfp®'s email address?
AeroLeads has found 1 work email signal at @rkgfinancial.com for Bob Gustafson, Cfp® at Mariner.
What is Bob Gustafson, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 508 for Bob Gustafson, Cfp® at Mariner.
Where is Bob Gustafson, Cfp® based?
Bob Gustafson, Cfp® is based in Marlborough, Massachusetts, United States while working with Mariner.
What companies has Bob Gustafson, Cfp® worked for?
Bob Gustafson, Cfp® has worked for Mariner, Triton Financial Group, Triton Business Advisors, American Express Financial Advisors, and J. W. Gant Investment Bankers.
Who are Bob Gustafson, Cfp®'s colleagues at Mariner?
Bob Gustafson, Cfp®'s colleagues at Mariner include Karen Gustafson and Michael Whitman, Clu.
How can I contact Bob Gustafson, Cfp®?
You can use AeroLeads to view verified contact signals for Bob Gustafson, Cfp® at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Bob Gustafson, Cfp® attend?
Bob Gustafson, Cfp® studied at University Of Massachusetts Amherst.
What skills is Bob Gustafson, Cfp® known for?
Bob Gustafson, Cfp® is listed with skills including Strategic Financial Planning, Investments, Estate Planning, Small Business, Finance, Wealth, Financial Services, and Portfolio Management.
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