Robert Renshaw, Cfp® Email and Phone Number
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Robert Renshaw, Cfp® personal email
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Bob's background in the financial services industry spans over 20 years. Bob began his career in corporate finance, developing financial planning and merger & acquisitions modeling strategies for Fortune 500 companies. He left the corporate world in order to explore his interest in working more closely with individuals, families and small business owners. He built further upon his background in accounting from Montclair State University by becoming a Certified Financial Planner® in . As a Senior Financial Strategist at Fountainhead Advisors, Bob assumes the role of quarterback in his clients’ financial lives, understanding their unique stories and creating the right strategies to achieve their goals. He also believes in educating his clients through each step of the process, in a transparent and easy to understand manner.
Fountainhead Advisors
View- Website:
- fountainhead-advisors.com
- Employees:
- 19
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Senior Financial StrategistFountainhead Advisors Mar 2015 - PresentAt Fountainhead Advisors, we provide customized Financial Life Planning solutions that integrate every facet of our client’s unique life situations and objectives. Believing that the story behind each client is a fundamental factor for successful financial planning, we take the time to get to know them, their goals and aspirations before creating plans and portfolios that protect, preserve, and grow their wealth. We’re a team of specialists — not generalists — whose greatest strength is… Show more At Fountainhead Advisors, we provide customized Financial Life Planning solutions that integrate every facet of our client’s unique life situations and objectives. Believing that the story behind each client is a fundamental factor for successful financial planning, we take the time to get to know them, their goals and aspirations before creating plans and portfolios that protect, preserve, and grow their wealth. We’re a team of specialists — not generalists — whose greatest strength is the ability to connect on a human level. Our team includes specialists in planning, investing, estate, retirement, education, tax, insurance and planning for families, individuals, small business owners and families with special needs. We bring everything together in one place, so our clients can feel complete control and contentment. Show less
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Managing Director & Wealth AdvisorPrestige Wealth Management Group Apr 2013 - Mar 2015Greater New York City Area -
V.P. Financial & Estate PlanningAepg® Wealth Strategies Jun 2008 - Apr 2013
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Financial PlannerNisivoccia & Company Jun 2003 - Jun 2008
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Finance ManagerThomson Reuters Jan 1998 - Jun 2003
Robert Renshaw, Cfp® Skills
Robert Renshaw, Cfp® Education Details
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Accounting -
Kearny High School
Frequently Asked Questions about Robert Renshaw, Cfp®
What company does Robert Renshaw, Cfp® work for?
Robert Renshaw, Cfp® works for Fountainhead Advisors
What is Robert Renshaw, Cfp®'s role at the current company?
Robert Renshaw, Cfp®'s current role is Partner & Senior Financial Strategist | CFP(R) Professional | Registered Investment Advisor.
What is Robert Renshaw, Cfp®'s email address?
Robert Renshaw, Cfp®'s email address is ro****@****ent.com
What is Robert Renshaw, Cfp®'s direct phone number?
Robert Renshaw, Cfp®'s direct phone number is +173234*****
What schools did Robert Renshaw, Cfp® attend?
Robert Renshaw, Cfp® attended Montclair State University, Kearny High School.
What skills is Robert Renshaw, Cfp® known for?
Robert Renshaw, Cfp® has skills like Retirement Planning, Investments, Estate Planning, Investment Advisory, Personal Financial Planning, Wealth Management Services, Investment Strategies, Financial Planners.
Who are Robert Renshaw, Cfp®'s colleagues?
Robert Renshaw, Cfp®'s colleagues are Beth Valera, Robert Klotz, Tracy Wright, Felicia House, Bryce Bednorz, Kelsey Quinn, Gaetano Sacco.
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