Robert Dicerbo Email & Phone Number

25A Vreeland Rd Suite 303 Florham Park, Nj 07932

As a financial advisor I work with families helping them develop and implement strategies that strives to improve the probability of reaching their financial goals. I use a consultative approach that views every client as a unique individual with unique needs and ambitions. I employ a process with my clients in order to provide them with an exceptional wealth management experience.My process is to talk to clients about their financial goals, their current situation, and the desires they have for their money. I then perform a complete analysis to determine their probability of success, look for any gaps or blind spots in their plan, and to create a roadmap going forward that is aligned with the aspirations they had previously discussed. We then implement that plan with an emphasis on asset allocation, tax efficiency, and risk management. We then adhere to a regular review process so they can be kept up to date on the performance of their assets, and I can be kept up to date on any changes in their lives that may affect their financial plan.Registered Representative offering securities and advisory services offered through Cetera advisor Networks LLC, memebr FINRA/SIPC. Cetera is under separate ownership from any other named entity. Cetera Advisor Networks, LLC is owned by Cetera Financial Group, Based in El Segundo, Calif., and is one of the nation's largest privately-held, independent broker-dealer and investment adviser families. It provides award-winning wealth management and advisory platforms, comprehensive broker-dealer and RIA services, and innovative technology for more than 6,500 independent financial professionals and more than 600 financial institutions nationwide through its four distinct firms, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC and Cetera Investment Services LLC.

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