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Client Relationship Specialist

3 months ago

Trenton, United States Wealth Pilot Financial Full time

Robert Zwigart is a Client Relationship Specialist for WealthPilot Financial (WPF). In his role with the firm, Bob utilizes a cross-functional skillset that assists with client relations and practice management. He assists the financial advisors who offer the full-spectrum of investment planning, cash-flow modeling, retirement planning, and risk management. Bob graduated from The Pennsylvania State University with a Bachelor of Science degree in Finance. Bob has been working in the financial services industry since 2019 and has in-depth experience in both financial planning and insurance. He currently holds his Life and Health Insurance License and is in the process of obtaining his Series 7. Bob currently resides in Philadelphia, PA with his dog Goose and enjoys his summers golfing and at the beach in Avalon, NJ.

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