Check me out on BrokerCheck

Rob Posner

Rob Posner

Rob Posner

CPA Partner
Insurance Advisor

E-mail: 
rposner@avz.com

Rob has been a CPA partner at AVZ & Co., P.C. since 2012 and today, he is a financial advisor, having passed the FINRA Series 7, FINRA Series 66, and New York State Life and Health Insurance exams. Rob works with financial institutions, construction contractors, advertising agencies and not-for-profit organizations in the areas of business planning, succession planning, retirement planning, benefits, tax planning and other audit and management advisory services. He earned a Bachelor’s degree from Long Island University and an Associate’s degree from Suffolk Community College. Rob is on the Board of Directors and serves as Treasurer of the Advancement for Commerce, Industry & Technology.

Get to know Rob—

What is your personal philosophy?

I work as hard as I can to help my clients end up in a better place than the day they met me.

What would your clients say about working with you?

I try to always be available for them and help them make decisions that are in their best interests. I think many of them would call me their friend at this point.

What is something unique about you that most people would not know?

I love music and I am learning to play the guitar. I would be willing to travel to a different state to enjoy a Dave Matthews Band concert, and I’ve done so!

If you weren’t a CPA and financial professional, what would your profession be?

I would be a professional sports coach. I currently coach little league baseball and CYO baseball.

Who has had the greatest positive impact on your life?

My children, Drew and Sean, remind me every day of the good in people.

Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc. We currently have individuals licensed to sell in the states of CA, CO, CT, FL, GA, IL, MA, MD, ME, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. This is not an offer to sell securities in any other state or jurisdiction.

Website Design For Financial Services Professionals | Copyright 2018 AdvisorWebsites.com. All rights reserved