RobertTubridy- Financial Advisor Glastonbury, CT

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About Robert Tubridy

As a CERTIFIED FINANCIAL PLANNER^™ practitioner, Bob provides comprehensive financial planning guidance and is committed to the highest standards of ethical conduct. He brings top credentials to his daily practice as a working partner and financial advisor with CT Financial Partners. 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 is a strong proponent of financial education, and has spoken to hundreds of groups regarding proper investment planning, retirement income planning, and college funding.

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.

A devoted father of two, Bob enjoys traveling, athletics, and spending time with his son Jack, and daughter Abby.

See Disclosures

General Information

Firm Start Year

2002

No. of Employees

CRD#

4509256

Firm CRD#

8032

Name of Broker/Dealer

Commonwealth Financial Network

Name of Custodial Firm

National Financial Services

States Licensed in

AL,CT,FL,GA,MA,NH,NC,SC,SD,TX

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Financial Advice & Consulting, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management

Compliance

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, ChFC^®, MBA

Securities Licenses

Series 7, Series 24, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Disability

Firm Information

Assets Managed by Firm

450,000,000

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Based on Assets, Flat Fee

Education

B.S. Finance - Finance

Providence College
1986 - 1990

Masters Degree In Finance - Finance

Rensselaer Polytechnic Institute
1998 - 2000

Certified Financial Planner - Financial Planning

The American College
2005 - 2007

Chartered Financial Consultant - Financial Planning

The American College
2006 - 2007

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032

Additional Detailed Disclosures
https://content.commonwealth.com/media/WiserAdvisorPromoterDisclosure_Bob_Tubridy.pdf

Disclaimer

This communication strictly intended for individuals residing in the states of AL, CO, CT, FL, MA, NH, NC, RI, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA, SIPC, a Registered Investment Adviser.

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Paladin Research Report For:

Robert Tubridy

CT Financial Partners