Robert Whitbeck, MBA

Bob helps clients with all areas of their financial life. Not only does he address financial objectives for his clients, but he identifies their life goals as well. With over 30 years of investment experience, he is a financial planner who has established many long-term client relationships. Bob’s financial planning process is based on his desire to fully understanding his client’s objectives and concerns. This allows him to provide them with objective advice to distinguish amongst many possible solutions to find the one that compliments their individual situation. Bob was never satisfied with his previous corporate life but thoroughly enjoys the long-term relationships he has established with his clients.

Bob holds his M.B.A. in Finance and Applied Economics from the Simon School of Business at the University of Rochester. 

Bob lives in Penfield with his wife Tam. They enjoy golfing, social life at Penfield Country Club, and spending time with their grandchildren.