Robert Deangelo is an independent financial planner with Service Wealth. He brings his clients over thirty-five years of experience in the financial services industry. His role is to help individuals and business owners understand their current situations, define future goals and develop a strategy that is flexible and will allow them to reach their objectives.
Robert provides clients with meaningful solutions to a wide range of financial matters including: investments, risk management, insurance planning, as well as qualified and non-qualified retirement and benefit plans. His philosophy is that clients come first and he invests in long-term client relationships. Robert becomes a trusted partner in clients' financial lives; his very first client is still his client thirty-five years later. He gets tremendous satisfaction from being able to help people achieve their goals.
As an advisor with SWM, an independent services firm, he has access to a broad array of services, resources and other professionals so that he is able to always act in the best interests of clients. He is not obligated to any proprietary products of financial instruments. "Doing the right thing" is what matters most to him.
Robert holds the designations of Chartered Life Underwriter and Chartered Financial Consultant from the American College. He has a Bachelor's Degree from the University of Pittsburgh and is a Vietnam Veteran.
He and his wife, Lynne, have four children between them and two grandchildren and enjoy walking on the beach with their dog. He is an usher at First Parish in St. Augustine, the oldest Roman Catholic parish in the United States. His granddaughter attends the University of Pittsburgh, which makes him very happy.