Broker Check
Robert Bird III, CFP®

Robert Bird III, CFP®

Financial Planner, Partner

This is a business of building relationships. Plain and simple. I have discovered in my 20 plus years of working with clients, that being relatable, energetic, authentic and trustworthy, are the key ingredients to building successful business and personal relationships.

Dedicating myself to addressing the complex needs of my clients and their family is my passion. This is accomplished by gaining a deep understanding of what matters in their lives: their basic needs, lifestyle aspirations, values and goals. My financial planning work uses active listening skills and a consultative approach which encompasses growing assets, managing risks and liabilities through thoughtful insurance strategies, creating an income stream and family legacy planning. 

My investment approach is proactive, opportunistic and thoughtful. I use both traditional and alternative investment solutions of the global marketplace to deliver returns that are consistent with your goals and objectives. 

I have proudly held the CERTIFIED FINANCIAL PLANNER designation since 2008. I hold the Series 7, 63 and 65 securities licenses, and also life and health insurance licenses in several states. I am a proud alum of Iona College in New Rochelle, NY.

I am an active supporter of SIBSPlace - Survivorship in Brothers and Sisters, the Michael Magro Foundation, and serve on the Poker for a Purpose committee for adults and children with Learning and Developmental Disabilities (ACLD). 

When not working, I love spending time with my wife and best friend, Karen. We love to cook together, discover new bottles of wine, and entertain at home. We are raising our four children on Long Island in a blended family living a life full of experiences.