Broker Check
Robert  Martino CFP®, ChFC®, CLU®, RICP®, CRPC®, CLTC®

Robert Martino CFP®, ChFC®, CLU®, RICP®, CRPC®, CLTC®

Financial Advisor, Partner

MY BACKGROUND:

- Education

  • University of Rochester Graduated 2002
  • BA Political Science and Economics
  • Undergraduate Business Certificate in Accounting and Finances from the Simon School Of Business @ UofR

I am also a student of my business. I seek out the most difficult professional designations to further my knowledge and increase my value to our clients. My extensive ongoing training is  evidenced by the many designations I hold and maintain with required continuing education.  

- Designations

  • CFP®
  • ChFC®
  • CLU®
  • RICP®
  • CLTC®
  • CRPC®

- Professional Associations

  • Boy Scouts of America, Volunteer at
  • Large: Endowment, Development,
  • Marketing & Membership,
  • Suffolk County Council, NY
  • Dove Youth Development, Volunteer at
  • Large: Endowment, Development,
  • Program, Marketing,
  • Puerto Plata, Dominican Republic

- Community Participation

As an Eagle Scout I was trained at a young age to respect nature and participate in our community,  I very much believe in the mission and values of the Boy Scouts of America Program where I currently serve as a board member for Suffolk County Council Scouts BSA. I presently lead the Endowment Committee and donor education on charitable estate planning, I am also involved in the local National Eagle Scout Association (NESA) Chapter. Scouts offers our youth leadership development, outdoor skills and practical knowledge to BE PREPARED, FOR LIFE. I attribute some of my personal success to this positive youth experience.  My interest in youth protection and development have also led me to meeting and working closely with Dove Youth Development; a charity focused on helping at risk youth in the Dominican Republic.  

My charitable inclinations do carry over into the practice in a number of ways.  Our practice sponsors a Highschool student and University Student in Dominican.  We also support a wide array of local and national public charities focused on protecting youth and the environment. For the past 10 yrs we have also participated as a team supporting local food pantries and other on the ground support services for the needy in our Annual Practice Day of Service, usually in November.  I hope as our team grows we can expand to multiple days per year of service to others in need. 

  

MY APPROACH:

We focus on goal based planning for our clients as a way of doing business as we find this builds the highest level of confidence in attaining your long term goals, which leads to more engagement! We understand that you are coming to us because you need an expert in your life and that your savings represents a lifetime of work so it must be taken seriously. Our goal is to make planning and financial decision making as easy as possible as well as to help you get the most from your savings. 

Areas of Focus:

  • Retirement income strategies
  • Tax planning strategies
  • Financial planning for small business
  • Insurance
  • Investments
  • Social Security retirement benefits

- Mission

To help busy successful folks simplify and improve their financial lives. To do this in the most transparent way possible, providing value along the way at every decision.  Financial Planning should not cost you a dime, our work together should be additive to your overall success.

- Vision

To help as many folks as possible achieve their specific personal financial goals before we retire.  To be sought out for our honesty, integrity and the overall value we provide to our clients.  To maintain 100% client satisfaction with spotless professional credentials all stemming from the relentless focus on client satisfaction.  To offer comprehensive financial services to all who seek them out at a price and level of service that matches their needs and sophistication now and over time as they grow and change. 

 

ABOUT ME:

I live in Rocky Point on the edge of the Pine Barrens in what we joke is the Wild America of Long Island. I grew up in Rocky Point, bought my 1st house at 25 in Sound Beach, and recently moved back to Rocky Point when I was married in 2018 to my dear friend Melissa, the love of my life and the mother of my two children Wesley and Wyatt. As a family, we love to cook, go on adventures, and build things. I started my financial planning practice right out of college and have never done anything else for work outside of Summer Camp Counselor at Yawgoog Scout Reservation in RI for 3 years as a certified shooting sports instructor.  

I enjoy spending time with my family and traveling with my children. I have always loved to cook and bake. I have a passion for cars and driving. As a good Eagle Scout, I have a great interest in outdoor and high adventure activities such as camping, hiking & white water rafting. I also enjoy being outdoors in the garden flower planting, bonsai, and orchid growing.