Bob has been a financial advisor at AVZ Wealth Management since the team was formed in 1999. He serves as the managing partner at AVZ & Co., P.C. and has been a part of that team since 1980. With his experience and in-depth knowledge, Bob has become the quality control committee chairman, scheduling partner and management committee member. He is also responsible for audits and the handling of various industries, including manufacturing, construction, real estate, distribution and employee benefit plans. Bob has passed the FINRA Series 7 and Series 66 exams. His comprehensive understanding allows him to advise clients on the tax implications of their financial decisions. He also earned a Bachelor of Business Administration from Hofstra University and Associate of Science in Business Administration from State University of New York.
Get to know Bob—
What inspired you to go into financial services?
Working with clients on their tax matters allowed me to get to know them and their businesses on a personal level. I got to know their financial situations in-depth and expanding what I can offer them was a natural fit. I am better able to advise them with a complete understanding of their entire situation than someone who only knows one piece of the puzzle.
What is your personal service philosophy?
My philosophy is to treat each client as I would want to be treated by being their advisor and friend.
What is something unique about you that most people don’t know?
I love to bake, especially during the holidays.
Tell us about your family.
My wife’s name is Linda and we have two sons, Ryan and Matthew. We also have a Jack Russell Terrier named Zoey.
If you weren’t a financial advisor and CPA, what would your career be?
I would be a guidance counselor for high school students.