Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. Robert is a Certified Exit Planner (CExP), this prestigious designation is held by less than 350 people nationally. As a Director of Business Planning, Robert has a strong understanding of helping business owners find their “why” to design the most efficient plan to achieve both business and personal goals. He believes greatest reward is not personal advancement but assisting others achieve their peak potential. Robert focuses on the unique needs of a business owner in all stages of their business from start-up to succession. There are many unique concepts which can help business owners protect their personal and business assets while mitigating tax exposure.