Focuses on building long-term relationships while helping clients put comprehensive financial plans in place to achieve their goals.
Joined Lido: 2025
Homebase: Warren, NJ
Professional Focus: Committed to educating clients and guiding them through decisions in a transparent and understandable way. Bob believes that clarity and trust are essential to creating confidence at every stage of the planning process.
Professional Designations: CERTIFIED FINANCIAL PLANNER™
Education: B.S., Accounting, Montclair State University
Previous Work Highlights: Prior to its partnership with Lido in 2025, Bob served as a Senior Financial Strategist at Fountainhead Advisors. Earlier in his career, he served as Managing Director and Wealth Advisor at Prestige Wealth Management Group, Vice President of Financial and Estate Planning at AEPG® Wealth Strategies, Financial Planner at Nisivoccia & Company, and Finance Manager at Thomson Reuters.
Personal Facts: Outside of work, he enjoys spending time with his family and coaching youth sports. He values teamwork, mentorship, and helping others grow – both on and off the field.
