Robert Angelo Email & Phone Number

Philadelphia, Pa, Us

With more than 25 years' experience, Robert Angelo has become the trusted advisor to a select group of individuals, families, and organizations, offering personalized wealth management strategies designed to enable them to reach their financial goals and objectives.Bob graduated from Temple University in Philadelphia with a Bachelor of Science in Business Administration. After graduating and passing the CERTIFIED PUBLIC ACCOUNTANT (CPA) examination, he worked in public accounting until 1994 when he joined Merrill Lynch. In 1997 he moved to A.G. Edwards & Sons – a predecessor firm to Wells Fargo Advisors. He earned the CERTIFIED FINANCIAL PLANNER (CFP) certification in 2007 and is still actively licensed as a CPA (although he is not currently practicing in a CPA capacity). He holds Series 7, Series 63 and Series 66 registrations and is also life insurance licensed in Pennsylvania. He is also a PIM Portfolio Manager. This certification allows him to manage accounts on a discretionary basis when appropriate for the client. Planning and investment management services are offered primarily to Business Owners, Executives, Current Retirees and Surviving Spouses. After an evaluation of the client's current financial position, the focus is on establishing a long term plan of action which will enable clients to reach their financial goals and objectives. Consultations are available without cost or obligation and can be held at my office or a location of your choice. Feel free to contact me if you would like more information.