Rob Vogel OSJ, CFP

As Managing Partner of our group, Rob brings more than 30 years of business and personal experience as a licensed, Certified Financial Planner.  Rob began his career in 1982 with one of the largest firms in the industry.  In 1989, he branched off on his own as an independent financial advisor.  His main objective is to provide clients with personalized, not commercialized, investment advice.  Rob's experience extends to corporate & personal retirement issues, investment management, investment solutions, pension plans, insurance, estate and education planning.

Education:

• University at Buffalo, Buffalo, New York
• Majored in Business, with Minor in Economics

Registrations & Licenses:

• Licensed Certified Financial Planner (CFP®)
• Series 7 (General Securities)
• Series 24 (Securities Principal)
• Series 54 (Municipal Securities Principal)
• Series 63 (Multi State License)
• Life License
• Variable Annuity License
• Investment Advisor Representative