Robert J. Kovacs,  CFP<sup>&reg;</sup> - Financial Advisor

Robert J. Kovacs, CFP®

Financial Advisor

Pioneer Wealth Management

652 Albany Shaker Rd
Albany, NY 12211
(518) 407-7769


Robert Kovacs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Pioneer Wealth Management in Albany, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 63

Designations & Certifications


Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources