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

Hired 1 time

Serves Cherry Hill, NJ

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8 employees

4 years in business

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Reviews

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

Exceptional 5.0

9 reviews

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Read reviews that mention:

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!

Christine Q.

Jul 26, 2024

Bob is very understanding, knowledgeable and trustworthy. He was very efficient and transparent in helping me to understand the analyses provided, the investments and overall portfolio. I really appreciate that he was very prompt in responding to any calls or emails that I had sent too. I would definitely recommend him to family and friends that were looking for financial advice. Bob provided a very holistic approach addressing not only my investments, but also incorporating my estate plan and tax situation as well.

Jen F.

Jun 4, 2024

I have worked with Bob for almost 2 years now and he has changed my life. The advice and guidance he has given me has helped boosted my financial confidence. His team is second to none!

Luke L.

Jun 7, 2024

I was fortunate enough to be introduced to Bob through a mutual colleague for which I am beyond grateful for having met Bob. He possesses all the qualities you want in an FA, professionalism, responsiveness, sound investing, great returns, trust and integrity. My portfolio was average at best prior to meeting Bob - let’s just say I’m very satisfied with the investments Bob has made for me. On top of being a great FA, Bob is a family man and is one of the most genuine people you will meet. Ten out of ten. Highly recommend.

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.