Robert Centrella, CFA®

123 Hamilton Ave
Westfield, NJ 07090

Our Goal is Strengthening Our Clients' Financial Lives

Forza Investment Advisory, LLC | Financial Advisor in Westfield ,NJ

About Forza Investment Advisory, LLC

Forza Investment Advisory LLC, is an independent Registered Investment Advisory (RIA) firm based in Westfield, NJ, that provides fee-only investment advisory and professional money management services to private clients and select institutions with investable assets greater than $500,000.

Our goal is to create and maintain wealth for our clients through a comprehensive investment planning approach. We differentiate ourselves by managing money in-house using an investment approach developed from 22+ years experience as an institutional and private-client portfolio manager. We deliver a combination of professional money management and personal service that is usually unavailable to individual investors and small institutions.

We provide our services to individuals, families, small businesses and other institutions. Our services include: - Investment Strategy and Implementation - Investment Advisory - Separately Managed Accounts - Asset Allocation - Portfolio Management - Retirement Planning - Savings Plans - Other Investment Planning.

We provide professional investment management and financial advisory services for many types of portfolios and Plans including IRA's, Trusts, Personal Accounts, Rollover 401Ks, Pensions, Endowments, Charitable Accounts, 401Ks, Profit-Sharing Plans, Education Plans...

We also offer a Free Financial Consult to allow you to get to know us better. Call us at 908-344-9790 to setup an appointment.
We are licensed in NJ and can operate in all states.

27 Years of Experience



General Information
Firm Start Year:   2010
No.of Employees:   2-4
Name of Custodial Firm:   Scottrade
States Licensed in:   NJ
Number of Years with Current Firm:   5
Work Experience:   2010-Present,President,Forza Investment Advisory;1996-2009 Managing Director, MacKay Shields, LLC; 1994-1996, Portfolio Manager, Gibraltar Advisors, NY;1992-1994 Portfolio Manager, Foxhall Investment Management, Washington DC; 1991-1992 Senior Financial Analyst, Federal Natl Mortgage Association;1987-1991, Planning Officer, First American Bankshares
I work with the following types of clients:   Non-Profit Organizations , Businesses , Individual Investors
Foreign Languages Serviced:   Basic Italian


Services
Investment Types:   Exchange Traded Funds (ETFs) , Bonds , Stocks , Mutual Funds
I can meet clients in the following ways:   At your office , Via email , At my office , At your home , Via phone


Qualifications & Memberships
Financial Organization Memberships:   CFA Institute; NYSSA; Amer Assn of Indiv Investor
Non-Financial Organization Memberships:   Westfield UNICO


Firm Information
Firm's Number of Clients:   >25
Firm's Number of Managed Clients:   >25
Assets Managed by Firm:   >$25,000,000
Advisor's Number of Clients:   25+
Advisor's Number of Managed Clients:   25+
Assets Managed by Advisor:   >$25,000,000


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   schedule
Additional Details on Charges:   Billed quarterly as % of Assets


Board Positions
Organization:  Echo Lake Country Club  Westfield, NJ
Position :  Trustee
Duration :  January 2012-Currently holding

Organization:  American Assoc Individual Investors - N NJ Chapter  Northern NJ
Position :  DIrector
Duration :  January 2012-Currently holding

Organization:  Downtown Westfield Corporation  Westfield, NJ
Position :  Director
Duration :  January 2012-Currently holding

Organization:  Westfield Public Library  Westfield, NJ
Position :  Trustee
Duration :  January 2014-Currently holding

Organization:  Westfield Planning Board  Westfield, NJ
Position :  Board Member
Duration :  May 2012-December 2013


Education
MBA  - Finance  George Mason University - Fairfax, VA
September 1988-August 1990

BS - Accounting  University of Scranton - Scranton, PA
September 1979-January 1983



FAQs

  • Do you have a customer satisfaction or refund policy? We are a customer-focused firm and offer a boutique-style service. Client satisfaction is of prime importance to us. Our customers can give immediate notice if they are not satisfied and move their funds.
  • Will you be the only person working with me? Yes.
  • If you are going to manage my account, will you obtain my permission every time you buy or sell something? No. We are a discretionary investment manager only.
  • How much risk should I be willing to take? We work with each of our clients before setting up a portfolio to help determine your risk tolerance, goals and objectives.
  • Have you ever been charged with any breaches? No.
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Robert Centrella, CFA®

Robert Centrella, CFA®

CFA

Biography


Bob Centrella, CFA® - President and Founding Partner. Bob is a former equity mutual fund portfolio manager with over 30 years experience in the financial services industry including 25 years as a professional money manager for both institutions and private clients. Bob hold the Chartered Financial Analyst® designation (1993), has an MBA Finance from George Mason University (1990) and a BS Accounting from the University of Scranton (1983). During his career he has worked for several types of financial institutions including Investment Management Firms, Banks, a Government Agency (FNMA), and Blue-Chip Insurance companies. This experience coupled with his education provides a unique perspective from which to advise clients and manage investments.

Professional Investment Experience

Mackay Shields, NY - Division of NY Life (7/96-7/09) (Total Firm Assets: $38 Billion)
Managing Director (4/06 - 7/09) Co-Manager of all Growth Equity Assets and Mutual Funds
Director, Portfolio Manager (1/01 - 4/06)
Assoc Director, Portfolio Manager (7/96 - 1/01)

Gibraltar Advisors, NY - Division of Prudential Securities (formerly Foxhall Investment Mgmt, Washington, DC) (Firm Assets: $1.7 Billion) VP, Portfolio Manager (4/94 - 6/96)

-Foxhall Investment Management, Washington, DC (Firm Assets: $400 Million) AVP, Portfolio Manager (10/92 - 4/94)
-Federal National Mortgage Association (FNMA) - Senior Financial Analyst (5/91-9/92)
-First American Bankshares - Planning Officer (8/87-5/91)
-Sovran Bank/Maryland - Financial Analyst & Internal Auditor (11/85-8/87)
-Bankers Finance Investment Mgmt Corp - Internal Auditor (7/85-11/85)

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My Services


Financial Advice & Consulting

We will work with each client to identify financial objectives that are within the client's risk tolerances. We will construct an investment plan with you. Next we will develop an Investment Policy Statement (IPS). The IPS provides the general investment goals and objectives of a client and describes the strategies that Forza employs to meet these objectives. Specific information on matters such as asset allocation, tax implications, risk tolerance, and liquidity requirements are included in an IPS. Each client's asset allocation will be strategic and unique to their situation but will be as result of our Investment Process. After defining their objectives, we then design a customized portfolio. The fee is based on a percent of assets under management aligning our incentives with your best interests.


Portfolio Management

We build custom portfolios for each client based on their unique objectives and goals. Our portfolios can be balanced, equity-only or fixed-income. We primarily use individual stock & bond securities and some ETF's but not mutual funds. We operate on a discretionary basis only. Our portfolio manager has over 22 years experience as a professional money manager.


Retirement Planning

In today's world people are living longer and are confronted with complex financial issues. Whether you are in retirement or planning to retire you need to understand all of your options. Individuals don't want to run out of money in retirement, want to maintain a stable quality of living standards, and would like to leave a nest-egg if possible for the next generation. We will work with you to explain your options and create the appropriate mix of investments coupled with your pension, social security, insurance and other income or benefits to plan for and secure the future. We will help you develop a personal cash flow statement and a secure investment strategy tied to your financial goals and objectives.


Communities Served

all

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

News & Events


Wall Street Potholes book published
When: 11/01/2015
Details:Wall Street Potholes is a money management book published by Wiley which I collaborated on with lead author Simon Lack and 3 other managers. It was released in November 2015. ...more


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