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Find
out more about
our highly qualified
Financial Planners:
National Wealth Advisors Inc.
1025 Westchester Avenue, Suite 318
White Plains, NY 10604
Phone: 914-729-1105
Fax: 914-761-3840 |
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Financial Planners
Education:
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C.W. Post College, BA |
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Charitable Planning courses at the American College |
Specialization:
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Comprehensive Financial and Estate Planning |
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IConsults with accounting firms, banks, and property casualty firms in their private wealth and/or financial services divisions |
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Provide life insurance analytical tools to family offices |
Business Experience:
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Over 3 decades of experience in the financial services and insurance sectors |
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Past President of National Pension Consultants II |
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Member of Family Firm Institute providing consultative services to family offices and family owned businesses |
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First financial services member of the New York Biotech Association |
Organizations:
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National Association of Insurance and Financial
Professionals Westchester/Rockland Chapter |
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Society of Financial Service Professionals
Fairfield/Westchester Chapter |
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Estate Planning Council of Westchester County, Inc |
Community:
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Candreva Foundation for Education Board Member |
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The Walkabout Program Volunteer Teacher and
Wilderness Trip Adjunct |
Personal:
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Bob and his wife Patricia live in Stamford, Ct.
They have two grown sons Jason and Christopher and a grandson, Max |
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Bob plays both electric and acoustic guitar, enjoys golf and reading |
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Worked on fund raising committee for the Fisher Center for Alzheimer's Research Foundation annual gala event |
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CONTACT
OUR EXPERTS |
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Call 914-729-1105
or email us at
National Wealth Advisors |
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| RELATED INFORMATION |
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