Rob Borea is a dedicated Investment Specialist with over five years of experience helping individuals and families achieve long-term financial success. He holds a Series 7, Series 66, and a Life and Health Insurance License, enabling him to offer comprehensive financial planning and investment solutions tailored to each client’s unique needs.

Rob’s approach combines in-depth market knowledge with a personalized strategy to help clients grow and protect their wealth. From portfolio development and retirement planning to insurance-based strategies and wealth preservation, he delivers results-driven financial guidance with a focus on trust, transparency, and long-term value.

With a strong foundation in compliance and a keen understanding of both traditional and modern investment vehicles, Rob is well-equipped to navigate today’s complex financial landscape. His commitment to client education and empowerment sets him apart as a trusted advisor.

Outside the office, Rob enjoys an active lifestyle. In his free time, he plays tennis with his girlfriend, spends quality time with his family, and stays physically active to maintain balance and energy.