Areas of Experience :
Comprehensive Financial Planning and Analysis
Rob joined Prudential Financial in 2017 as a Financial Advisor. In 2018 co-founded Carter Bacharach Financial Group where he currently acts as the lead Financial Planner. Holds a Series 7 and Series 65 Securities registration and is licensed to advise on investment securities in North Carolina, South Carolina, Virginia, West Virginia, Michigan, Maryland, and Pennsylvania. Rob also holds the Certified Retirement Planning Counselor® (CRPC) designation.
Obtained Bachelor of Arts in both Business and Communications from Queens University of Charlotte.
Member of the Charlotte chapter of the nationally recognized Financial Planning Association (FPA).
Volunteer with Creative Mornings Charlotte, an organization geared towards promoting creativity and small business in the greater Charlotte area through monthly events, educational seminars, and micro grants.
Rob and his wife Summer live in Huntersville, North Carolina just north of downtown Charlotte. They both are animal lovers and enjoy spending time outdoors with their two dogs. Traveling is their other passion, exploring new cultures any chance they get. Summer is the executive director for a national nonprofit, The Parelli Foundation.
In his free time, Rob helps coach varsity lacrosse at Lake Norman High School and has helped lead his team to 2 state title appearances and one championship victory.