Robert is the founder and Wealth Advisor of Turning Point Advisors, LLC and has over two decades of experience in financial services, including earlier roles with HSBC, First Niagara, and Key Investment Services. He develops highly customized financial plans that reflect what matters most to his clients—their families, their businesses, and their long‑term goals. Robert is dedicated to educating his clients and helping them feel confident about their financial future.
When choosing a firm to partner with, Robert placed his clients at the center of the decision. After evaluating many organizations, he aligned with LPL Financial for their strong resources, service model, and advanced technological capabilities.
Robert earned his degree in Finance from the Rochester Institute of Technology and has spent his entire professional career in financial services. He holds the CERTIFIED FINANCIAL PLANNER® certification, along with his Series 7, 63, and 65 registrations through LPL Financial, and the New York State Insurance License.
In addition to his professional work, Robert is actively involved in his community. He volunteers as a coach for two youth teams, is a member of the Brighton Chamber of Commerce, and takes part in the Financial Planning Association. He also serves with the Knights of Columbus, Victor Council 6652, where he is a 3rd Degree Knight.
Outside the office, Robert enjoys soccer and spending time with his family — his wife Jill and their two children — Quinn, and Stefan.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.