Robert Solimano (CFP®, RICP®)
Robert Solimano focuses in the
following client markets or areas of practice:
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Business Owners
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Hourly
- Investment Advice with Ongoing Management
- Middle Income Client Needs
Planning Specialties
Robert Solimano CFP® is the founder of Angel Oak Financial Services, LLC. His mission is to provide independent financial advice to his clients to help them achieve their short and long term goals. He has joined his passion for people and personal finance to create a planning and asset management company to assist those that need and are willing to accept help. He has a unique ability to listen objectively and compassionately, while organizing a client's financial issues to create a comprehensive financial planning and investment experience. His main priority is to create a relationship where all parties fully understand the goals and objectives to be accomplished and work toward success through mutual understanding and shared vision.
Angel Oak Financial Services, LLC was founded with the belief that planning services and the investment advice that follows should be in perfect balance with the life you want to live. Financial planning is a process consisting of an individual's lifetime events, money, emotion and time. It is as much art as science and when practiced correctly, with the client always put first, leads to a richer life overall.
Additional Information
Mr. Solimano has an extensive business and entrepreneurial background. Prior to entering the field of financial planning he had a successful career in small business development, administration and consulting. His many years of business experience is invariably called upon when discussing planning for individuals and businesses. As an entrepreneur, he has always enjoyed the challenges of day to day operations and the varied ways problems can be solved.
Currently Mr. Solimano is an active volunteer with the Nationally Chartered SCORE volunteer association as a small business mentor.
He resides in Montvale New Jersey with his wife Karen and their two sons, Michael a graduate of Amherst College and Jonathan, a sophomore at Penn State University.
NAPFA Start Date
April 15, 2016
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