Rob is a Certified Financial Planner® (CFP®) and started in the wealth management industry immediately after obtaining his undergraduate degree in finance in 1992. He specializes in the design and implementation of customized and sophisticated wealth management strategies for his affluent clients – the majority of which are successful investment real estate owners/developers, entrepreneurs, business owners, physicians, senior corporate executives, professional athletes, and professional coaches.

Prior to joining Apollon Wealth Management as a Managing Director, he was the Head of Office / Vice President of a regional office for Goldman Sachs Personal Financial Management, the Managing Director for a regional office for United Capital Financial Advisers, and an adjunct professor at Florida Atlantic University where he taught the CERTIFIED FINANCIAL PLANNER® Professional Education curriculum.

Through the years, Rob has had the opportunity to help his clients achieve their goals through the implementation of a multitude of wealth planning techniques including several investment real estate focused strategies: 1031 exchanges, Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones (QOZs).

Respected for his knowledge of current wealth management issues, Rob has been quoted by The Wall Street Journal and Dow Jones Newswire, has contributed articles on wealth management topics to local, regional, and national publications, was a guest on CNBC’s “Make Your Money Work” segment of their “Power Lunch” program, and was a featured SME speaker at multiple conferences and symposiums. He was named to Medical Economics’ exclusive list of “The 150 Best Financial Advisors for Doctors” and in 2000 received the prestigious “Ticker Ace Advisor of the Year Award for Best Educator” presented annually by the industry renowned Ticker Magazine to one advisor throughout the entire country demonstrating superior proficiency and skill in client education.