Robert's Bio
Robert Hardwick serves as a Wealth Advisor assisting clients with financial planning, portfolio oversight, and retirement plan solutions. Previously, Rob worked at a New Jersey based registered investment advisory firm servicing individuals, families and small businesses with financial planning, investment management and retirement planning needs.
Rob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Investment Advisory Series 65 license. He also holds a Life Insurance Producer license in the state of New Jersey. Rob is a graduate of Rutgers University-New Brunswick, with a Bachelor of Science Degree in Finance.
Robert's Team
Alexandra Quitko Baranski, CPA
Wealth Advisor
Anna Marie Grosso
Private Client Associate
Bud Sturmak, CFP®, AIF®
Head of Impact Investing | Partner
Dawn Creo
Private Client Associate
Jeremy Paul, JD, CFP®, AIF®, CDFA™
President | Partner
Keli Oldham
Private Client Associate
Kenneth Ballin, RICP®
Financial Planning Associate
Robert Hardwick, CFP®
Wealth Advisor
Tina Rana
Private Client Associate