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About
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 6 times
Serves Cherry Hill, NJ
Background checked
8 employees
7 years in business
Business hours
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Top Pro status
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2025
Services offered
Service type
Work location
My customers travel to me
I travel to my customers
Projects and media
Projects and media
Reviews
Customers rated this pro highly for professionalism, work quality, and responsiveness.
Exceptional 5.0
15 reviews
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Read reviews that mention:
Sankar u.
Mar 1, 2026
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Hired on Thumbtack
Bob was great, knowledge , frank with his thoughts. He understood my point of view and spoke with clarity, I would recommend him for financial advice.
Personal Financial Planning
Tatian o.
Jan 10, 2025
•
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
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.
Dewayne C.
Dec 20, 2024
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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!
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.
