Bob O'Korn, Crpc® Email & Phone Number

Helping individuals and families spend less time worrying about finances and more time enjoying life! More than 20 years ago, I started my career as a Financial Advisor with a firm in Manhattan one block from Wall Street. My attraction to Financial Planning came at a young age when my parents introduced me to saving and investing. They helped me purchase my first shares of stock at the age of 16 and I watched them triple in value while in College.Since then I pursued my interest and graduated with a Finance degree from Robert Morris University, completed the CRPC designation through the College for Financial Planning, became certified in Social Security Claiming Strategies, and I’m currently enrolled in the Certified Financial Planner (CFP)program. All of this has helped further increase the high level of investment management & retirement income planning my team and I are providing to our clients today.My passion and drive to help others meet their financial planning goals is apparent in everything I do. I help individuals and families become more confident by working with them to create a smart plan that places them on the path to meet their life-long goals. I've seen that helping people become more financially confident has a positive influence that spreads throughout other areas of their lives.Retire with confidence, get organized and make a plan today. Contact me or schedule a call here: www.calendly.com/okornSpecialties: Retirement Income Planning, Investments, Wealth Management, Charitable giving, Maximizing Social Security Income, Medicare Healthcare planning, Stewardship planning, Life Insurance.Securities and advisory services offered through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera Advisor Networks LLC, is under separate ownership from any other named entity.

Listed skills include Retirement Planning, Investments, Wealth Management, Financial Services, and 3 others.