Our Wealth Management Advisors
Rob Kania
Wealth Management
Rob provides comprehensive financial planning to a diverse client base in areas including budgeting, retirement, college, investing, insurance, taxes and estate planning as a senior advisor.
He began in the financial services industry upon graduation from college and has now been serving clients for almost 20 years. The majority of his professional career has been with NFP, where he has gained significant experience working with employers to help design and manage their retirement and executive benefits programs.
Rob has managed countless sophisticated consulting engagements and has conducted thousands of one-on-one meetings with clients. His passion is the design and execution of unique solutions to meet individual financial aims. His time is spent focusing on his individual clients and counseling individuals as part of their workplace benefits. Rob is a Certified Financial Planner professional, Accredited Investment Fiduciary® designee and Retirement Income Certified Professional®.
He received a B.A. from Temple University and has been mentored and trained by industry leaders.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures