Bob joined MONECO in the winter of 2022 and brings with him over 25 years of financial and tax planning experience. He initially started his tax planning practice in 1983. Shortly thereafter, he realized that his clients needed more than a CPA to help solve other needs when it came to full financial planning and providing unbiased and objective advice. This lead him to pursue becoming a Certified Financial Planner in 1992. Since then, his practice grew to focus on all areas of his client's financial lives, while always looking at all decisions through a tax lense and providing minimization strategies. Bob provides one-on-one unique financial planning, making it possible to objectively help his clients invest their assets, plan for retirement, plan for their children and/or grandchildren's education, manage financial risks and works to lessen long term tax burdens. He graduated from Post College with a BS in Accounting. He is a member of the Connecticut Society of CPAs, the American Institute of Certified Public Accountants and the Financial Planning Association.