Rob is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of financial services experience. Before joining Facet, Rob worked with enterprises in the financial sector to deliver financial advice at scale through digital technology. He also spent 6 years at The Vanguard Group, working with both mass affluent and ultra-high-net-worth investors. He is truly committed to helping families toward financial wellness. In his free time, Rob enjoys grilling outdoors, jogging with his two Beagles, and spending time with his wife and son.
Education: Saint Joseph’s University (M.S., Finance)
“Start from wherever you are and with whatever you’ve got.” - Jim Rohn
Get to know Rob
Brittany and I vacationing in Jamaica
My pups, Beau and Lila
Happiest day- welcoming my son Carter to the world
What's your secret talent that no one knows about?
I can complete the traditional Rubik’s cube within minutes
Where's your favorite place in the world?
What are you currently watching on Netflix?
Chef’s Table BBQ
What's the last book you read?