Robert S. Beck, AAMS®, CFP®
Rob brings over 33 years of experience 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 his career in the Financial Advisor training program at Prudential Bache Securities. Rob then attended the College for Financial Planning where he earned two postgraduate degrees. In 2002, he completed the CFP® Board of Standards stringent licensing requirements to become a Certified Financial Planner™ (CFP®) practitioner. Rob also earned an Accredited Asset Management Specialist™ (AAMS®) professional designation from the College for Financial Planning.
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 while providing 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, defined benefit plans including cash balance plans, 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™, and Accredited Asset Management Specialist™.
Rob and his wife Parisa have three children, Ilya (13), Aryana (11) and Delara (8). Rob enjoys bike riding, Skiing, the Jersey shore and reading bedtime stories to his kids. He is an avid sports fan, always rooting for the Syracuse Orange and the orange and black of the Philadelphia Flyers.
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