About Robert Mastrosimone
Service Since 1977
Robert Mastrosimone CFP® , ChFC,
CLU
Bob
is a graduate of the American College in Bryn Mawr PA. The board of trustees
has granted him the designation of Chartered Financial Consultant
along with the designation of Chartered Life Underwriter after
successfully completing the required courses, examinations and experience
criteria.
Bob also has completed the courses, examinations, experience and code of
ethics requirements from the College of Financial Planning in Denver Co. and
is licensed as a CERTIFIED FINANCIAL PLANNER™.
In addition Bob is registered as a licensed Investment Advisor
Representative,
General Securities Representative and Investment Company
Products/Variable Contracts Limited Principal.
During
Bob's more than 30 years of providing financial services (more than 20 in Florida) Bob has been
able to resolve and manage all types of financial problems for his clients.
His diverse background and experience position Bob to have the unique
ability to manage a lifetime of change. A clean compliance record of
never having a complaint filed against him demonstrates the highest standard
of ethics.
Bob excels in all aspects of Financial Planning and Investment Advisory
services.
Professional Qualifications:
