Licenses and Qualifications
Series 7 & 66- General Securities Registered Representative
New Jersey Resident Life & Health Insurance License
Registered & Licensed in multiple states
Rob has been in the Financial Services Industry for over 25 years. Prior to joining National Financial Network in 2008, Rob spent 12 years with Capital One Financial Services in Richmond, Virginia.
As a financial advisor, Rob’s mission is to provide his clients with unparalleled service, integrity and dedication. By working with his clients throughout their various life stages, Rob focuses on building long-term relationships based upon trust and mutual respect.
Rob’s goal is to ensure all financial decisions are effectively coordinated. Most people have various financial products, such as savings accounts, investment accounts, insurance policies, and a mortgage. Rob helps his clients understand the interaction points between their products and he creates coordinated financial strategies so they can be more efficient with their decisions.
Rob has earned three prestigious designations from The American College, the nation’s largest non-profit educational institution devoted to financial services. In 2014 he acquired the Chartered Financial Consultant® (ChFC®) designation, and in 2017 he received the Chartered Life Underwriter® (CLU®) designation. In 2024 he acquired the Retirement Income Certified Professional® (RICP®) designation. In addition, Rob received the Certified for Long Term Care (CLTC) designation in 2010.
The ChFC® program prepares professionals to meet the advanced financial needs of individuals, families, and small business owners. ChFC®s can identify and establish specific goals and then formulate, implement, and monitor a comprehensive plan to achieve those goals. The RICP® is an industry-recognized mark of excellence that demonstrates a financial advisor’s breadth and depth of knowledge in the area of retirement planning. This includes mastery of subjects of growing concern to many Americans, including income planning, life insurance, wealth transfer and distribution planning, Social Security management, business succession, and long-term care planning.
Rob is also a member of the Greater New Jersey Estate Planning Council.
Rob was raised in Montvale, NJ. He received his BA from the University of Richmond in 1994. Rob is married to Stacey Loscalzo. Stacey & Rob have 2 daughters, Caroline and Katherine. Rob is a New York sports fan and enjoys running, golf, and tennis. Rob and his family reside in Ridgewood, NJ.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 990 Stewart Avenue, Suite 200, Garden City, NY 11530, 516-745-5600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. National Financial Network is not an affiliate or subsidiary of PAS or Guardian.