A Northeastern University Alum, Robert embarked on his financial services career with American Express Financial Advisors in January of 1990. In 1995, he teamed up with KSP Financial Consultants (formerly Karelis, Sliwa & Associates) and transitioned through several roles while developing a strong interest in the operational aspects of running a practice. Joining Core Wealth Advisory in 2021, Robert directs operational initiatives and is responsible for managing the support and infrastructure systems of the firm.
“As an operations lead, I enjoy working with our team to design systems that enhance the client-advisor relationship. We collaborate and work efficiently as a unit and this approach allows us to deliver meaningful relationship-building client service. Our intent is to make every client service interaction flow with value and professionalism.”
Robert holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®. He is also an Enrolled Agent and as such has been admitted to practice before the Internal Revenue Service.
Originally from Venezuela, Robert has made Massachusetts his home away from home. He, his wife, Christina and their daughter, Arielle enjoy a serene country setting in the town of Upton. “I enjoy the peace and quiet, our family walks – hills and woods everywhere you look. I also enjoy listening to music, cooking and working on PCs or projects - Legos with Arielle are special. Mostly, we love to travel, especially to visit friends and family and preferably to warm coastal locations.”