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Robert S. Beck CFP®

First Vice President
Financial Advisor

Rob brings over 25 years of experience from working at some of the worlds’ largest wealth management institutions, to Pinnacle Investments. A graduate of the Whitman School of Management at Syracuse University, with a Major in Finance and a concentration in Economics, Rob has always been a student of the global stock and bond markets. Upon graduation, he began the Financial Advisor training program at Prudential Bache Securities. Then Rob attended the College for Financial Planning where he earned two post graduate degrees. In 2002, he completed the CFP® Board of Standards stringent licensing requirements to become a Certified Financial Planner™ (CFP®) practitioner.

Rob advises high-net-worth individuals and families, specializing in growing and preserving multi-generational wealth. He focuses his business on helping people with their financial goals by personally crafting and managing equity and fixed income portfolios. Rob customizes asset allocation strategies, and works collaboratively with attorneys and CPA’s to develop strategic tax efficient wealth transfer techniques, and advises on risk management coverage. He also works with many corporate clients. Rob has expertise in establishing and managing retirement plans including 401(k) and profit sharing plans, cash management strategies, stock option plans, and endowment management for nonprofit organizations.

Rob has the following licenses and designations: Life, Health and Accident Insurance, Series 7, 63, CERTIFIED FINANCIAL PLANNER™

Rob and his wife Parisa have three young children Ilya(6) Aryana(4) and Delara(1). Rob enjoys bike riding, the Jersey shore and reading bedtime stories to his kids. He is also an avid sports fan, always rooting for the Syracuse Orange and the orange and black of the Philadelphia Flyers.

Check the background of this investment professional on FINRA’s BrokerCheck.

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