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Robert F. Mcguirk, Esq., Cfp® Email & Phone Number
Associate Wealth Advisor
at
The Bishoff Financial Group, Inc.
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Wealth Advisor
Location
Albany, New York Metropolitan Area, United States
Company size
Who is Robert F. Mcguirk, Esq., Cfp®? Overview
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Quick answer
Robert F. Mcguirk, Esq., Cfp® is listed as Associate Wealth Advisor at The Bishoff Financial Group, Inc., a with 21 employees, based in Albany, New York Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Robert F. Mcguirk, Esq., Cfp®.
Robert F. Mcguirk, Esq., Cfp® previously worked as Associate at Razzano Law, Pllc and Law Student at Albany Law School. Robert F. Mcguirk, Esq., Cfp® holds Doctor Of Law - Jd from Albany Law School.
Company email context
Email format at The Bishoff Financial Group, Inc.
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The Bishoff Financial Group, Inc.
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Profile bio
About Robert F. Mcguirk, Esq., Cfp®
Robert F. Mcguirk, Esq., Cfp® is a Associate Wealth Advisor at The Bishoff Financial Group, Inc..
Current workplace
Robert F. Mcguirk, Esq., Cfp®'s current company
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The Bishoff Financial Group, Inc.
9 roles
Robert F. Mcguirk, Esq., Cfp® work experience
A career timeline built from the work history available for this profile.
Associate
Aug 2023 - May 2024
Law Student
Aug 2021 - Dec 2023
Summer Law Clerk
•Prepared estate planning documents for high net-worth individuals, covering trusts, wills, power of attorney, health care proxy, and living wills•Conducted trust accountings for clients' trusts•Collaborated in client meetings with lead partners, providing valuable contributions and insights
May 2023 - Aug 2023
Law Clerk
The Law Office Of Carolyn D’Agostino
• Drafted legal documents for court submission, including Qualified Domestic Relations Orders, divorce documents and estate planning documents• Assisted lead attorney in preparing for trial• Handled client inquiries and provided guidance on various aspects of their case• Implemented systems to increase office efficiency and productivity• Calculated marital ownership interests in retirement and pension plans
Dec 2021 - Jul 2023
Tax Preparer
• Collaborated with clients and tax professionals to ensure accurate tax preparation• Demonstrated strong time management ability in working two jobs during law school and continuously meeting deadlines
Feb 2023 - Apr 2023
Paraplanner
• Conducted investment research and built financial models for high-net-worth clients• Developed and delivered comprehensive financial plans• Contributed to 25% growth in new assets under management• Prepared individual income tax returns for clients
Oct 2018 - May 2020
Personal Investor Brokerage Professional / Personal Advisor Servicing Specialist
• Provided personalized investment guidance on Vanguard products for high-net-worth individuals• Assisted in managing advisor's book of business• Executed transactions for CERTIFIED FINANCIAL PLANNERS™ clients• Contributed to efficiency and productivity improvements through Kaizen Initiative
Apr 2017 - Aug 2018
College Program Intern
• Provided exceptional service to guests daily, promoting customer satisfaction and brand loyalty
Aug 2014 - Jan 2015
2 education records
Robert F. Mcguirk, Esq., Cfp® education
Doctor Of Law - Jd
Albany Law School
Bachelor Of Science - Bs, Finance
Coastal Carolina University
FAQ
Frequently asked questions about Robert F. Mcguirk, Esq., Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert F. Mcguirk, Esq., Cfp® work for?
Robert F. Mcguirk, Esq., Cfp® works for The Bishoff Financial Group, Inc..
What is Robert F. Mcguirk, Esq., Cfp®'s role at The Bishoff Financial Group, Inc.?
Robert F. Mcguirk, Esq., Cfp® is listed as Associate Wealth Advisor at The Bishoff Financial Group, Inc..
Where is Robert F. Mcguirk, Esq., Cfp® based?
Robert F. Mcguirk, Esq., Cfp® is based in Albany, New York Metropolitan Area, United States while working with The Bishoff Financial Group, Inc..
What companies has Robert F. Mcguirk, Esq., Cfp® worked for?
Robert F. Mcguirk, Esq., Cfp® has worked for The Bishoff Financial Group, Inc., Razzano Law, Pllc, Albany Law School, Burke & Casserly, P.C., and The Law Office Of Carolyn D’Agostino.
How can I contact Robert F. Mcguirk, Esq., Cfp®?
You can use AeroLeads to view verified contact signals for Robert F. Mcguirk, Esq., Cfp® at The Bishoff Financial Group, Inc., including work email, phone, and LinkedIn data when available.
What schools did Robert F. Mcguirk, Esq., Cfp® attend?
Robert F. Mcguirk, Esq., Cfp® holds Doctor Of Law - Jd from Albany Law School.
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