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

Robert J. Sclama, Sr. CFP®

CPA,

Robert J. Sclama, CPA, CFP

1845 Smith St, Ste 1
North Providence, RI 02911
(401) 232-1040

General

Robert Sclama is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Robert J. Sclama, CPA, CFP in North Providence, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities: MA,FL,DC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Insurance, Retirement, Long-term Care

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