Robert Davis is a CERTIFIED FINANCIAL PLANNER™ Practitioner and Retirement Income Certified Professional® with Wealth Preservation Solutions. Robert has been in the investment advisory and insurance industry since 1991 and delivers premier, private wealth management services to individuals, families, business owners and executives. This includes estate planning and estate tax reduction strategies, business succession and continuity planning, group and individual business fringe benefits, retirement planning and income strategies, and investment planning. An accomplished advisor, Bob has received many accolades, including being named a Five Star Wealth Manager. The Five Star Wealth Managers are a select group representing less than two percent of wealth managers in the New Jersey area.1
Bob and his wife, Jacci, are dedicated parents to their two children and are active in many youth sports organizations and numerous community and charitable endeavors. Bob is also an avid tennis player and passionate fisherman.