Robert E. Tubridy Jr., CFP®, MBA, ChFC®

Robert E. Tubridy Jr., CFP®, MBA, ChFC®


Partner | Financial Advisor

As a CERTIFIED FINANCIAL PLANNER™ Practitioner with 16 years of experience, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He specializes in creating individually tailored retirement income plans by analyzing investment allocations, maximizing pension and Social Security benefits, and mitigating overall risk throughout retirement. Underscoring everything he does is a deep commitment to providing quality service and support throughout the relationship.

Bob received his Bachelor of Science in Finance from Providence College in 1990, and his M.B.A. from Rensselaer Polytechnic Institute in 2000. In 2007 Bob received his CERTIFIED FINANCIAL PLANNER™ Certification, and his Chartered Financial Consultant (ChFC®)  Designation from the American College. He holds his series 7,24,51, and 66 Securities licenses. Bob is a registered representative of Commonwealth Financial Network® (CFN), member FINRA/SIPC, an independent broker/dealer with a national network of more than 1,950* financial professionals. CFN has been recognized ten times as the Broker/Dealer of the Year by Investment Advisor Magazine.

Bob was the 2008 YMCA Greater Hartford Volunteer of the Year. He ran the YMCA’s annual Strong Kids Campaign at the Farmington Valley YMCA.  He currently serves on the Board of Directors for the Downtown Hartford YMCA.

Currently he serves as the President of “Friends of East Granby Baseball” a Section 501(c)(3) Non-profit dedicated to raising money in support of the East Granby High School Baseball team.

Bob enjoys traveling, and watching his son Jack, and Daughter Abby play High School sports.

 

*-As of 12/31/18

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