Robert J. Santarpia, Jr

Robert J. Santarpia, Jr Email and Phone Number

Founder and CEO at U.S. Wealth Group @ U.S. Wealth Group, LLC
Robert J. Santarpia, Jr's Location
Woodbury, New York, United States, United States
Robert J. Santarpia, Jr's Contact Details

Robert J. Santarpia, Jr work email

Robert J. Santarpia, Jr personal email

n/a

Robert J. Santarpia, Jr phone numbers

About Robert J. Santarpia, Jr

Founder and CEO of U.S. Wealth Group. Works with affluent individuals, retirees, widows and divorcees to develop and implement smart wealth management plans to address all aspects of their financial life.Clients work with us to:-Develop and implement a comprehensive wealth management plan to help them reach their financial dreams.-Make smarter decisions in today's uncertain political, economic and social environment.-Obtain an independent second opinion from a top financial advisor in their community.Learn more at www.uswealthgroup.com

Robert J. Santarpia, Jr's Current Company Details
U.S. Wealth Group, LLC

U.S. Wealth Group, Llc

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Founder and CEO at U.S. Wealth Group
Website:
uswealthgroup.com
Employees:
11
Robert J. Santarpia, Jr Work Experience Details
  • U.S. Wealth Group, Llc
    Founder, Chief Executive Officer
    U.S. Wealth Group, Llc May 2006 - Present
    Woodbury, Ny
    View
  • Robert W. Baird/Northwestern Mutual
    Registered Representative
    Robert W. Baird/Northwestern Mutual May 1999 - May 2006
    Hauppauge, New York
    Registered RepresentativeRanked Top Tier - #1 in class for four consectutive yearsRanked Top 2% in entire company fifth year.Indentified and procured new clients, developed financial plans and implemented solutions to help clients achieve their financial goals. Client Acquisition: Developed relationships with community and business leaders in order to indentify appropriate clients. Financial Planning: Evaluated financial profiles and risk tolerance, created investment proposals for retirement, insurance and tax planning.Investment Process: Indentified appropriate investments and corresponding hedges to maximize probability of reaching investment goals while minimizing risk. Portfolio Management: Actively managed over 400 individual portfolios.

Robert J. Santarpia, Jr Education Details

Frequently Asked Questions about Robert J. Santarpia, Jr

What company does Robert J. Santarpia, Jr work for?

Robert J. Santarpia, Jr works for U.s. Wealth Group, Llc

What is Robert J. Santarpia, Jr's role at the current company?

Robert J. Santarpia, Jr's current role is Founder and CEO at U.S. Wealth Group.

What is Robert J. Santarpia, Jr's email address?

Robert J. Santarpia, Jr's email address is r.****@****oup.com

What is Robert J. Santarpia, Jr's direct phone number?

Robert J. Santarpia, Jr's direct phone number is +151668*****

What schools did Robert J. Santarpia, Jr attend?

Robert J. Santarpia, Jr attended State University Of New York At Binghamton.

Who are Robert J. Santarpia, Jr's colleagues?

Robert J. Santarpia, Jr's colleagues are Lorraine Buffalino, Nardina Serafino -Sobotka.

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