Robert S. Gregov, CFP<sup>&reg;</sup> - Financial Advisor

Robert S. Gregov, CFP®

CFA,

Private Wealth Advisor

Roche Financial Partners

475 Wall Street
PRINCETON, NJ 08540
FINANCIAL ADVISOR'S WEBSITE
(609) 575-6762

General

Robert Gregov is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Roche Financial Partners in PRINCETON, NJ and the surrounding communities.

Financial Advisor Overview

Comprehensive approach to providing guidance to investors so they can achieve their lifetime goals beginning with the accumulation of household assets on through to the withdrawal bequest stages.

More

Financial Advisor Experience

Over 20 years of experience in helping families with their financial planning and investment goals.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Cross-border Planning, Career Change, Disaster Recovery, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources