Robert Campolongo CFP is a highly experienced financial advisor with over 20 years of expertise in guiding individuals on their investment journeys. With a background in law and a CERTIFIED FINANCIAL PLANNER certification, Rob joined Stifel in 2009 after working at renowned firms such as Smith Barney and Merrill Lynch. Specializing in retirement planning, Rob helps clients who are concerned about generating sufficient income from their assets in their golden years.
Stifel is a comprehensive wealth management and investment banking firm that offers a wide range of services to address clients' financial needs and objectives. With the necessary tools and expertise, Stifel effectively assesses individuals' current financial situations and creates personalized plans to help them achieve their goals. Whether it's investment planning, insurance, or retirement strategies, Stifel provides the guidance and support needed to navigate the complex world of finance.
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