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Hello. My name is Rob Gregov. I am the Founder and Senior Advisor at Roche Financial Partners. I’ve been in the financial services industry for more than 30 years — the last 17 years as a financial advisor. If the past 30 years has taught me anything it’s that making small changes in your financial life can have tremendous impact over time. So that is my goal — I want to guide families in making the best decisions they can for their long term financial success. I realized a long time ago that expert knowledge and extensive experience in personal finance would obviously be a prerequisite if I was going to ask my clients to trust me and my advice. Over the past 30 years I have achieved the following credentials —
I hold a B.S. Degree in Business Administration from the College of New Jersey and an MBA degree in Finance from Rutgers University. I am a Chartered Financial Analyst (CFA) and a CERTIFIED FINANCIAL PLANNER® Professional (CFP®). I am also a member of The New York Society of Security Analysts, The National Financial Planning Association, The Financial Planning Association of New Jersey, CFA Institute, and The American Management Association (AMA).
My work experience includes Wachovia Bank where I held multiple positions in personal banking, Merrill Lynch where I focused my attention on investment management and financial analysis, Albridge Solutions with responsibility for the firm’s investment account platform and Advisory Solutions product lines, and finally Roche Financial Partners where I am able to combine this experience into a service that helps others live the life they want to live by providing financial guidance and investment solutions.
Over the course of my career, I have been responsible for the development of numerous investment and asset allocation strategies and have authored several articles and whitepapers on the benefits of financial planning and investment management. Many of these articles can be found on my LinkedIn page at https://www.linkedin.com/in/robertgregov and on my website at RochePartners.com.
I currently live in Hopewell, NJ with my wife and two sons. For fun I enjoy spending time with my family, including coaching my sons’ sports teams and working on my small farm.
Now it’s your turn…contact me an tell me about yourself and let’s see if I can help with some of your financial concerns.