Bob is the owner and founder of our branch of Commonwealth Financial Network. Born in Boston, and raised on the South Shore of Massachusetts, Bob holds an undergraduate degree in Electrical Engineering from the University of Massachusetts at Lowell, a Masters in Business Administration from Boston University and has completed Boston University's Program for Financial Planners.
Bob chose to transition his career to financial planning and investment management after 25 successful years in the technology industry. He established his existing relationship with Commonwealth in 2005.Bob is a CERTIFIED FINANCIAL PLANNERTM practitioner (CFP®) and a CHARTERED RETIREMENT PLAN SPECIALISTSM designee (CRPS®). In addition to his professional designations, he is licensed to sell Life, Disability and Long Term Care Insurance and registered as an Investment Advisor Representative and a Registered Representative of Commonwealth Financial Network of Waltham.
Dan Esdale Dan is our office assistant and is registered as a licensed broker's assistant with our Broker/Dealer Commonwealth Financial Network. He graduated with his bachelor's degree from Stonehill College (Easton, MA) in the spring of 2007 and joined our firm shortly thereafter. Dan has passed the FINRA Series 63 and Series 7 exams. He has also completed Boston University's Financial Planning Program and is working towards completing the remaining requirements to become a CFP® professional. In addition to handling the day to day operations of the office, Dan handles much of the work associated with client acquisition and on ongoing client support including maintenance of our web site, generation of marketing materials and production of materials to support client review or new client orientation meetings. More recently, Dan has begun to play an increasing role in our investment research and portfolio construction work. Dan's E-Mail: Dan@My-FinancialPlanner.com
Commonwealth Financial Network 226 Lowell Street, Suite 1-A-1 Wilmington, MA 01887 Tel (978)658-5626 - Fax (978) 658-6468
This communication is strictly intended for residents of CA, CO, CT, DC, FL, MA, ME, MI, MN, NC, NH, NY, OH, RI, TX, VT & WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Robert Esdale is a Registered Representative and Investment Adviser Representative with/and Offers Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
