With over 50 years of financial industry experience, CT Financial Partners was founded with a
mission to provide the best possible financial advice. We pride ourselves on our ability to offer
guidance on more than investments and insurance. We are comprehensive wealth consultants, focusing
on everything from coordinating and managing your retirement income to estate planning.
Our client-first philosophy dictates that we develop a customized plan designed to pursue your objectives. Using a team approach that grows out of strategic affiliations with legal and tax professionals, we seek to make your financial goals a reality. Our relationship with Commonwealth Financial Network®, one of the most respected independent broker/dealers in the nation, gives us invaluable back office support.
|Firm Start Year:||2002|
|Name of Custodial Firm:||National Financial Services|
|States Licensed in:||CT, FL, MA, NC, RI, SC, TX|
|Number of Years with Current Firm:||4|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Exchange Traded Funds (ETFs), Insurance, Annuities, Stocks, Bonds, Mutual Funds, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||At your office, Via email, At my office, At your home, Video Conference, Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Life, Annuity, Long Term Care, Disability, Variable Annuity, Variable Life|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Flat Fee, Based on Assets, Hourly|
|Organization:||Friends of East Granby Baseball a section 501(c)(3) non profit East Granby CT|
|Duration :||2017-Currently holding|
|Masters Degree In Finance - Finance||
Rensselaer Polytechnic Institute
|Certified Financial Planner - Financial Planning||
The American College
|Chartered Financial Consultant - Financial Planning||
The American College
|B.S. Finance - Finance||
Providence College - Providence College
This communication strictly intended for individuals residing in the states of CT, FL, MA, NC, RI, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.
As a CERTIFIED FINANCIAL PLANNER practioner, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He brings top credentials to his daily practice as a working partner and financial advisor with CT Financial Partners. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship.
Bob is a strong proponent of financial education, and has spoken to hundreds of groups regarding proper investment planning, retirement income planning, and college funding.
Bob received his Bachelor of Science in Finance from Providence College in 1990, and his M.B.A. from Rensselaer Polytechnic Institute in 2000. In 2007, Bob received his CERTIFIED FINANCIAL PLANNER certification and his Chartered Financial Consultant (ChFC®) designation from the American College.
He holds his series 7, 24, 51, and 66 Securities licenses.
A devoted father of two, Bob enjoys traveling, athletics, and spending time with his son Jack, and daughter Abby.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|East Haddam||East Hampton|