Robert Wright, CPFARetirement Plans Specialist
Rob brings 15 years’ experience in financial services to his role as a Retirement Plans Specialist, holding several previous roles, including Relationship Manager, Financial Advisor, and Financial Consultant. As a Retirement Plans Specialist, Rob provides comprehensive education to assist retirement plan participants with their financial goals. His aim is to help ensure that those saving for retirement have the appropriate plan knowledge and solutions to work towards meeting their retirement objectives. To complement his experience, Rob holds his Retirement Income Certified Professional® (RICP) designation conferred by The American College, is a Certified Plan Fiduciary Advisor (CPFA), and has a Bachelor’s in Business Administration from the State University of New York at Geneseo.
Outside of the office, Rob serves on the board of directors for Rochester Special Hockey, volunteers his time coaching baseball for the Greece Gladiators, and enjoys spending quality time with his wife and three children.
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