Toll Free: 888-567-7890
Bob is a CERTIFIED FINANCIAL PLANNER ™ and has over 30 years of experience as a Financial Advisor and Planner. He has worked at Regional and Major Wall Street firms and has extensive knowledge of the securities markets and all the main investment products. His practice mainly focuses on Retirement and General Financial Planning & Investing. He is also a licensed Insurance Producer and provides Life, Health, Long-Term Care, Disability and Annuity products.
Bob graduated from Susquehanna University in 1991 with a BS and a degree in Finance and also completed Fairleigh Dickinson University's Financial Planning Certificate Program in 2011.
Bob is married to his wife Jamie and has two daughters Lindsay and Allie.
Ana D. Gonzalez
Ana provides administrative support to Danias Financial Mgmt. She can assist you with account issues such as new account establishment & maintenance, ACH & IRA distributions. She has worked in the financial industry for over 20 years and brings a wealth of knowledge to Danias Financial Mgmt and the Prospera Financial Services. Prior to becoming an Administrative Assistant, Ana worked in Operations for Prospera Financial Svcs in the home office. She strives to provide excellent customer service to our clients.