Robert Morella (CPA/PFS)
Robert Morella focuses in the
following client markets or areas of practice:
- AUM
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
- AUM
- Entrepreneurs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Hourly
- Investment Advice with Ongoing Management
Planning Specialties
Through our financial planning services, Apex Capital Management, LLC can help you:
. Review and evaluate your income, assets, liabilities, insurance coverage, investment portfolio, income and estate tax exposure;
. Establish and prioritize your financial goals and time frames for achieving them;
. Implement strategies to help you achieve your goals;
. Monitor and adjust your plan to reflect changing goals, time frames and circumstances.
NAPFA Start Date
November 02, 2000