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Robert F. Mcguirk, Esq., Cfp® Email & Phone Number

Associate Wealth Advisor at The Bishoff Financial Group, Inc.
Location: Albany, New York Metropolitan Area, United States 9 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
The Bishoff Financial Group, Inc.
Role
Associate Wealth Advisor
Location
Albany, New York Metropolitan Area, United States
Company size
21 employees

Who is Robert F. Mcguirk, Esq., Cfp®? Overview

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Robert F. Mcguirk, Esq., Cfp® is listed as Associate Wealth Advisor at The Bishoff Financial Group, Inc., a company 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.

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Email format at The Bishoff Financial Group, Inc.

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The Bishoff Financial Group, Inc.

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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.
The Bishoff Financial Group, Inc.
Associate Wealth Advisor
Albany, NY, US
Website
bishofffinancial.com
Employees
21
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9 roles

Robert F. Mcguirk, Esq., Cfp® work experience

A career timeline built from the work history available for this profile.

Summer Law Clerk

Burke & Casserly, P.C.

Albany, NY, US

  • 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

Prairieview Partners

St Paul, Minnesota, US

  • 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

Albany Financial Group

US

  • 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

Vanguard

Valley Forge, PA, US

  • 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

The Walt Disney Company

Burbank, CA, US

  • 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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