wiseradvisor

Robert Tubridy, CFP®, MBA, ChFC®
CT Financial Partners

Tel: (860) 430-9064
447 Naubuc Ave
Suite 109
Glastonbury, CT 06033

Partnering with you for the Future

CT Financial Partners | Financial Advisor in Glastonbury ,CT

About CT Financial Partners

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.


General Information

Firm Start Year:   2002
No.of Employees:   5-9
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


Services

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


Compliance

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

Fee Structure:   Fee-Based
Compensation Methods:   Flat Fee, Based on Assets, Hourly


Board Positions

Organization:  Friends of East Granby Baseball a section 501(c)(3) non profit  East Granby CT
Position :  President
Duration :  2017-Currently holding


Education

Masters Degree In Finance  - Finance   Rensselaer Polytechnic Institute
1998- 2000

Certified Financial Planner  - Financial Planning  The American College
2005- 2007

Chartered Financial Consultant  - Financial Planning  The American College
2006- 2007

B.S. Finance  - Finance   Providence College  - Providence College
1986- 1990



Faqs

  • What are your qualifications? What is your education background? Certified Financial Planner, MBA-Finance, Chartered Financial Consultant
  • What is your approach to financial planning? Comprehensive fee based financial planning.
  • What services do you offer? Retirement income planning, social security analysis, portfolio analysis and construction.
  • Will you be the only person working with me? Yes
  • How are you compensated? How will I pay for your services? We are a fee based financial planning firm.
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Disclaimer

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.

Robert Tubridy, CFP®, MBA, ChFC®

Robert Tubridy, CFP®, MBA, ChFC®

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

Avon Berlin
Broad Brook Canton
Canton Center Cheshire
Chester Colchester
Coventry Cromwell
Deep River Durham
East Haddam East Hampton
Ellington Essex
Farmington Granby
Haddam Hebron
Higganum Ivoryton
Killingworth Marlborough
Middlefield Middletown
Newington Portland
Rocky Hill Salem
Simsbury South Glastonbury
South Windsor Suffield
Tolland West Hartford
Wethersfield Windsor
Windsor Locks

Compensation Arrangements

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