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Robert J. Garofallou
CFP,CHC - President.
Professional Profile
Bob
brings over 24 years
of experience in the
financial services
industry as a
Financial Planner,
Tax
Practitioner, and
Employee Benefits
Consultant
Employee
Benefits
In
his tenure as a
Senior
Representative at
major national
carriers, Bob
developed the
expertise and
knowledge base
necessary to
effectively manage
today's most
demanding large
group client.
Past and current
clients include
banks, hospitals,
airlines, unions,
welfare funds, not
for profit
organizations, and
large multi-national
employers.
His strengths lie in
the areas of
creative planning
solutions and
design, data
analysis, employee
communication, and
administration.
Additionally, Bob
is responsible for
the development of
our Advanced
Customer Service
Profile program
which is used
extensively in our
Employee Group
Outsourcing
practice.
These strengths
coupled with a
thorough knowledge
of alternate funding
arrangements have
made Bob a valuable
member of our
Employee Benefit
Consultation and
Brokerage team.
Financial
Planning
As
the lead Financial
Planning Consultant
within our Financial
Planning practice,
Bob's responsibiity
is to coordinate the
activities of our
highly trained
associates. Each
member of our team
is experienced in
the various
disciplines
associated with
effective financial
planning.
Bob holds the
Certified Financial
Planner (CFP)
designation as well
as the CHC
designation
associated with
group employee
benefit
consultants. In
addition, Bob has
had advanced
training in
Retirement Planning,
Investment Designs,
and Taxation issues
for individuals and
small companies. Bob
Garofallou heads up
RJG Tax and Capital
Solutions, Inc.
as
well as Benefit
Technology Group,
Inc.
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