Robert Conzo, CFP® Email & Phone Number

Robert Conzo, CFP® is a CEO and Managing Director at The Wealth Alliance based in Melville, New York, United States, North America. 631-670-0682 Robert Conzo is CEO and Managing Director at The Wealth Alliance. Robert is a CERTIFIED FINANCIAL PLANNER™ and former CPA with over 25 years of experience across a variety of disciplines – taking an accounting and investing perspective to help clients develop various types of financial plans to facilitate retirement planning, college funding and estate planning strategies. He began his career at KPMG Peat Marwick and moved to BDO Seidman, LLC, where he achieved the position of manager of the Financial Services Group, focusing on Broker/Dealer and Hedge Funds. As a CPA, Robert offered clients strategies to remedy various accounting and finance issues. Due to his service and knowledge, Robert was hired by one of his clients as the controller of a Hedge Fund. Robert joined UBS PaineWebber in 1999 as a Financial Advisor and moved to Morgan Stanley in May 2008, where he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is responsible for working with clients and corporations to develop various types of financial plans to facilitate retirement planning, college funding and estate planning strategies. Robert holds an Associates degree of Science in Electrical Engineering from SUNY Farmingdale and a Bachelors degree of Business Administration in Accounting from Dowling College. He currently resides in Bayberry Long Island with his wife Myra and daughter Isabella. Areas of focus: CFP® Strategic Financial Planning Estate Planning Strategies Retirement Planning Investments Business Succession Planning CPA (Non-practicing) The Wealth Alliance, LLC (“WA”) is a registered investment advisor. WA provides investment advisory and related services for clients nationally. WA will maintain all applicable registrations and licenses as required by the various states in which it conducts business. For additional information, please visit our website at https://thewealthalliance.com/.