Specialties
About Me
Robert graduated from the University of Maryland in 1986 and received his Master’s degree from Pace University in 1992.
In 1999, he obtained his Certified Public Accountant designation and earned his Certified Financial Planning credentials in 2001. Having both a CFP® and a CPA designation places him in a unique position to help his clients pursue their financial goals in the most tax efficient manner possible.
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Interests & Hobbies
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Credentials
CFP, CPA, RICP
Chartered Designations
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Disclosures
Advisory Services are offered through Stirlingshire RIA LLC, an Investment Adviser registered with the U.S. Securities and Exchange Commission. Brokerage Services are offered through Stirlingshire BD LLC, a Broker-Dealer registered with the SEC and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation. Stirlingshire BD LLC operates on a fully disclosed basis through APEX Clearing, and all securities and accounts are held and titled at APEX Clearing. For more information about Stirlingshire RIA LLC, you may access a copy of our Form ADV and Relationship Summary at https://adviserinfo.sec.gov/firm/summary/327779. For more information about Stirlingshire BD LLC or its investment professionals, review our FINRA BrokerCheck report and Relationship Summary at https://brokercheck.finra.org/firm/summary/310576. You may also contact us directly if you'd like more information. Registration does not imply a certain level of skill or training. No material or information posted on this website is intended as a recommendation, offer, or solicitation for the purchase or sale of any security or the implementation of any investment strategy. All investments involve risk and, unless otherwise stated, are not guaranteed. We do not provide tax, accounting, or legal advice. Consult with a tax or legal professional before implementing any investment strategy. Stirlingshire RIA LLC and Stirlingshire BD LLC are wholly owned subsidiaries of Stirlingshire Investments, Inc.