Robert Houle CFBS, RICP
Partner / Financial Advisor
Rob brings many years of experience in the business market specializing in employee retention, business succession, qualified plan implementation and servicing. In the family planning market, Rob has focused on his “Blue Print” theory which lays out a road map for individuals and families as they travel through life. Understanding the unique goals, concerns and needs of his clients, Rob focuses on the proper time to implement their customized strategies.
Rob, being a former Union representative, understands what is important to working families. He works diligently to ensure that they have all the necessary education, advice, and opportunities that are normally afforded to the affluent communities.
Rob’s philanthropic passion is to better the lives of children. He is very active in coaching and mentoring children in the Agawam, and West Springfield MA area. Rob has also founded two non-profit organizations that provide scholarships to students in the honor of two local fallen soldiers.