Robert Angelo, CPA, CFP^®

With more than 30 years of experience, Robert Angelo has become the valued advisor to a select group of individuals, families, and organizations, offering personalized wealth management strategies designed to enable them to pursue their financial goals and objectives.

Bob graduated from Temple University in Philadelphia with a Bachelor of Science in Business Administration. After graduating and passing the CERTIFIED PUBLIC ACCOUNTANT (CPA) examination, he worked in public accounting until 1994 when he joined Merrill Lynch.  In 1997 he moved to A.G. Edwards & Sons – a predecessor firm to Wells Fargo Advisors. He earned the CERTIFIED FINANCIAL PLANNER (CFP) certification in 2007, he holds Series 7, Series 63, Series 66 and Series 24 registrations with LPL Financial and is life insurance licensed in Pennsylvania. 

Bob joined Allaire Wealth Management in March 2020 and is now working as a part of a team of financial advisors.

Planning and investment management services are offered primarily to Business Owners, Executives, Current Retirees and Surviving Spouses.  After an evaluation of the client’s current financial position, the focus is on establishing a long-term plan of action which will enable clients to pursue their financial goals and objectives.

Consultations are available without cost or obligation and can be held at my office or a location of your choice, as well as by telephone or video conference.  Feel free to contact me at the number above or by e-mail if you would like more information.

My Associate(s):

Thomas A. Boland, CFP Financial Advisor and Managing Principal

Neil Montesano, Financial Advisor and Managing Principal

Maureen MacGowan, Senior Client Associate   

Outside Activities:

Bob is a member of the Bucks County Cycle Club and enjoys biking, running and related outdoor activities. He is also a member of the Solebury Karate Club. Bob is a resident of Doylestown, PA where he lives with his wife Lisa and their three children.

My Areas of Focus

• Estate Planning Strategies
• Insurance
• IRAs & IRA Accounts/Options
• Retirement Planning