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Client Advisory Team | Private Client
Senior Financial Planner
Beaumont Financial Partners LLC
Financial Planning Association
State University of New York at Geneseo
Rochester Institute of Technology
Beaumont Financial Partners â€” Relationship Managers
Bob's responsibilities include client relationship management, retirement planning, tax and estate planning.
Select Team Member Stories - Gerstein Fisher
Bob works closely with Gerstein Fisher Private Clients to identify their financial planning and investment objectives and, in conjunction with other areas of the firm, to develop integrated solutions to meet them.
Northwest Medical Center
Dickinson Group LLC
Western Suffolk BOCES