Robert J. Adler, CLU®

Robert J. Adler, CLU®

Senior Partner

Bob is a seasoned professional with over four decades of experience in the financial services industry. Armed with a Bachelor of Arts degree in Sociology from Queens College, NY, he embarked on a journey that has seen him accumulate an impressive array of credentials and expertise.

As a Chartered Life Underwriter and holder of FINRA Series 6, 7, and 63 certifications, Bob has established himself as a trusted advisor in the field. He is a proud member of esteemed organizations such as the National Association of Insurance & Financial Advisors and the Society of Financial Services Professionals, where he continues to contribute his insights and stay abreast of industry trends.

Beyond his professional endeavors, Bob is deeply passionate about serving his community. For over four decades, he has been an integral part of the Jones Beach Lifeguard Corps, where he not only ensures the safety of beachgoers but also shares his knowledge and skills as the Head Trainer of the JBLC Jr. Lifeguard Program. Additionally, Bob has dedicated 15 years to coaching the JBLC Jr. Lifeguard Competition Team, instilling discipline and teamwork in young athletes.

Away from the shores, Bob finds joy in teaching others as a Ski Instructor at Windham Mountain for 18 years. His commitment to excellence and continuous learning is evident in every aspect of his life, both professional and personal. Bob's dedication to his craft, combined with his unwavering passion for community service, makes him a respected figure in both the financial industry and beyond.