Robert Bird CFP®

Introduction

This is a business of building relationships. Plain and Simple. I have discovered in my 20 plus years of working with clients, that being relatable, energetic, authentic and trustworthy, are the key ingredients to building successful business, and personal, relationships.

Dedicating myself to addressing the complex needs of my clients and their family is my passion. My financial planning work uses active listening skills and a consultative approach which encompasses growing assets, managing risks and liabilities through thoughtful insurance strategies, creating an income stream and family legacy planning. All with the goal of providing you and your family peace of mind.

I have proudly held the CERTIFIED FINANCIAL PLANNER TM designation since 2008. I hold the Series 7, 63 and 65 securities licenses, and also life and health insurance licenses in several states. I am a proud alum of Iona College in New Rochelle, NY.

I am an active supporter of SIBSPlace – Survivorship in Brothers and Sisters, the Michael Magro Foundation, and serve on the Poker for a Purpose committee for Adults and Children with Learning and Developmental Disabilities (ACLD).

When not working, I love spending time with my wife and best friend, Karen. We love to cook together, discover new bottles of wine, and entertain at home. We are raising our four children on Long Island in a blended family living a life full of experiences.