Bob’s background in the financial services industry spans over 20 years. Bob began his career in corporate finance, developing financial planning and merger & acquisitions modeling strategies for Fortune 500 companies. He left the corporate world in order to explore his interest in working more closely with individuals, families and small business owners. He built further upon his background in accounting from Montclair State University by becoming a Certified Financial Planner® in . As a Senior Financial Strategist at Fountainhead Advisors, Bob assumes the role of quarterback in his clients’ financial lives, understanding their unique stories and creating the right strategies to achieve their goals. He also believes in educating his clients through each step of the process, in a transparent and easy to understand manner.