Robert J. Fattizzi

Robert J. Fattizzi

Wealth Manager

Phone: 215-443-0974
Fax: 215-443-7494
E-mail:
 

Bob Fattizzi, an Independent Wealth Manager with more than 29 years of experience, specializes in providing individuals in or near retirement with innovative strategies. Helping his clients in 13 states secure income for a successful retirement without the worry of running out of money is Bob’s main priority.  

Bob believes successful investing doesn't just happen and doesn’t have to be difficult. It does, however, require a little time to think through goals and strategies, and then prepare an action plan. Bob thinks of himself as a Retirement Travel Guide. He designed his planning process, WEALTHsteps, to better understand the destination his clients want to reach and help them create a detailed itinerary for getting there. By providing a wide variety of products and services andapplying proven strategies, Bob helps clients reduce the emotional mistakes that can occur during times of market volatility if clients don’t have a plan.

Active in his community, Bob co-chairs an annual neighborhood holiday event; hosts an annual fundraiser for Freedom Steps supporting active duty soldiers; is a local committee member, founder and past president of Upper Moreland Boys Lacrosse Club; and a member and past president of the Willow Grove Rotary Club. He was also selected as a member in the National Register’s Who’s Who in Executives and Professionals

In his spare time Bob likes to travel, is an avid golfer and enjoys a good game of darts, but what he enjoys most is spending time with his wife Teri and their two children, Ellis and Liam.

Bob is a FINRA licensed advisor and is also licensed for Life Insurance and Annuity Products.

Licenses
 

  •  Life and Annuities
  •  FINRA Series 26 Investment Company & Variable Contracts  Principal
  •  FINRA Series 7 General Securites Representative
  •  FINRA Series 63 Uniform Securities Agent State
  •   FINRA Series 66 Investment Advisor & Securities