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2015-12-28T00:00:00.000Z

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Robert Alimena S.

Relationship Manager

Beaumont Financial Partners LLC

Direct Phone: (781) ***-****       

Email: r***@***.com

Beaumont Financial Partners LLC

250 First Avenue

Needham, Massachusetts 02494

United States

Company Description

Beaumont Financial Partners was founded in 1981. Our name mirrors the fundamental tenet of our business philosophy: we treat the people who do business with us as partners, not simply as customers or clients. We deliver a comprehensive range of investment ... more

Find other employees at this company (29)

Background Information

Employment History

Wealth Manager
Manning & Napier Advisors , Inc.

Client Advisory Team | Private Client
Gerstein , Fisher & Associates , Inc.

Wealth Manager
USAA

Senior Financial Planner
R. A. HALL & CO. LLC

Affiliations

Member
Financial Planning Association

Financial Advisor
Beaumont Financial Partners LLC

Education

BA
economics
State University of New York at Geneseo

MBA

Rochester Institute of Technology

Web References (2 Total References)


Beaumont Financial Partners — Relationship Managers

www.bfpartners.com [cached]

Robert S. Alimena, CFP®- Relationship Manager

Bob's responsibilities include client relationship management, retirement planning, tax and estate planning. Bob also serves as a member of the Beaumont Investment Committee and currently works out of New York.
For over a decade Bob has been working with individuals and families to identify and acheive their financial planning and investment goals. Bob's experience includes working as a Wealth Manager with both Manning & Napier and USAA and, prior to rejoining Beaumont, working with NYC based investment firm Gerstein Fisher. He earned his Bachelor's degree in Economics from SUNY Geneseo and MBA from Rochester Institute of Technology. Bob is a Certified Financial Planner™ and a member of the Financial Planning Association.


Select Team Member Stories - Gerstein Fisher

gersteinfisher.com [cached]

Bob Alimena, CFP® - Private Client

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. Prior to joining Gerstein Fisher, Bob worked as a wealth manager for Beaumont Financial Partners in Wellesley, Massachusetts. Before Beaumont, he worked for USAA, also as a wealth manager, and spent four years at Manning & Napier Advisors, a wealth management firm outside of Rochester, New York. He began his career in financial services as a personal banker at JP Morgan Chase. Bob holds a BA in economics from the State University of New York at Geneseo and an MBA from the Rochester Institute of Technology.

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