Robert Gavin, CFP®, CPA®

Robert Gavin, CFP®, CPA®

Investment Advisor

Rob comes from a family of entrepreneurs and learned the value of hard work and dedication at a young age, which is what he delivers to his clients on a continual basis. Rob started his career as a certified public accountant in New York City, where he focused on auditing publicly traded companies and broker/dealers. From this experience, he has developed unique perspectives and skills in order to provide his clients with the advice needed to achieve their financial and personal goals.

Rob grew up in Binghamton, New York, and currently resides in Rochester, New York, with his wife. They both enjoy the benefits of the Finger Lakes region and biking and boating in their free time. Rob enjoys playing basketball and being an active member of the Eastside YMCA Board of Directors.

His certifications, licenses, and registrations include:

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
  • Certified Public Accountant
  • FINRA Series 7 securities registration (General Securities Representative)*
  • NASAA Series 63 securities registration (Uniform Securities Agent/Blue Sky Laws)* through Commonwealth Financial Network*