CFP®️ BOB

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Introduction

As a Certified Financial Planner, I take a holistic approach to my clients financial picture. Investments are important, but there is so much more to planning than that. I work with my clients on their banking, lending, trusts, estate planning, tax planning, etc. I collaborate with my clients on the retirement planning process from the early stages of life, all the way through retirement. I strive to build deep meaningful relationships with each client. This allows me and my team to be proactive with all of our clients. I finances can be daunting at times, let me and my team put your mind at ease.

Overview

Current Top Pro

Hired 4 times

Serves Cherry Hill, NJ

Background checked

8 employees

6 years in business

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Reviews

Customers rated this pro highly for professionalism, work quality, and value.

Exceptional 5.0

13 reviews

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Read reviews that mention:

Tatian o.

2 weeks ago

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Hired on Thumbtack

Bob is incredibly thoughtful, kind, knowledgeable, and authentic. While other CFPs focused on pitching their services, Bob stood out by engaging in an open and honest dialogue that prioritized my needs and goals. His genuine approach helped set me on a clear path toward financial wellness. Highly recommend!

Personal Financial Planning

Dewayne C.

1 month ago

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Hired on Thumbtack

I can’t say enough about the help and advice I’ve received from Bob. He takes the time to listen to your story, digest the information, and is able to present you with options. Very clear in his presentation and very honest in his suggestions and advice. Highly recommend.

Personal Financial Planning

Nick H.

Nov 19, 2024

I used to always get anxious about whether or not I was making the right financial decisions for my future retirement and paying for my children’s education. I finally decided to consult with a professional and Bob was incredibly helpful! I no longer have to worry about if I’m doing the right thing financially. I would absolutely recommend him to everyone!

Greg M.

Aug 5, 2024

It has been a pleasure to work with Bob and his team these past few months. I feel confident about my financial future with him by my side.

Charles T.

Aug 1, 2024

It was an eye opening experience working with Bob and his team. We met with several financial advisors and it was an easy decision to work with Bob. His team has been been amazing to work with so far and we are excited for the future!

Credentials

Background Check

Robert Falconiero

FAQs

What is your typical process for working with a new customer?
The first call is more of an introduction and information a gathering. At the end of the day, this is a long term relationship built on mutual trust. I want to learn more about who I am working with on a personal level. After our initial meeting, I will use the data and info to construct an analysis of their current portfolio, create a financial plan, and provide recommendations going forward. From there, I like to speak with all of my clients on a monthly basis at least.
What education and/or training do you have that relates to your work?
I have an undergraduate degree in Business, an MBA with a concentration in finance, and I am a Certified Financial Planner.
How did you get started doing this type of work?
I spent a semester on Wall Street in college and was immediately hooked. When I finally got the opportunity to become a financial planner, I never looked back.