bio.
Rob is the co-founder and cfo at mfp. a career financial professional with more than 15 years in the industry. his work spans several roles which provided financial and HR expertise to both corporations and individuals. Rob is also a 10-year veteran of the military, reaching the rank of Sergeant as an Army reservist. his military service includes positions as a squad leader, recruiter, and unit benefits non-commissioned officer. Rob’s first entrepreneurial endeavor was co-founding a Registered Investment Advisor firm, designed to provide financial education and advice to young investors, where he oversaw the company’s budget and regulatory compliance.
his thoroughness and integrity have made him a trusted advisor to C-suite executives, investors, and military senior leaders.
Rob holds a FINRA Series 66 along with various states’ life & health insurance licenses. he has earned several certificates for business management, financial analysis, and data visualization. Rob will be completing his MBA from the Temple University Fox School of Business in December 2021. his future educational goals are to pursue a second master’s degree for accounting and earn the Certified Management Accountant (CMA) certification.
Rob lives in the Philadelphia area with his wife and three children. he is an avid Philadelphia sports fan, enjoys reading, and doing outdoor activities with his family. Rob hopes to expand his opportunities with entrepreneurship, as well as ways to volunteer and continue serving his community.