Robert Fragasso, with over five decades of experience in the financial industry, currently serves as the Chairman and Chief Executive Officer of Fragasso Financial Advisors. Under his leadership, the firm has evolved significantly since its inception as a sole practitioner practice in 1972, transitioning to...
Robert Fragasso, with over five decades of experience in the financial industry, currently serves as the Chairman and Chief Executive Officer of Fragasso Financial Advisors. Under his leadership, the firm has evolved significantly since its inception as a sole practitioner practice in 1972, transitioning to the Fragasso Group in 1979 and becoming a registered investment advisor in 1996. Today, Fragasso Financial Advisors boasts a dedicated team of nearly 50 professionals and manages over $1.8 billion in assets, reflecting Robert's commitment to providing comprehensive financial advisory services.
One of Robert's key initiatives is the development of Fragasso’s Independent Advisor Solutions platform, which underscores the firm’s dedication to empowering independent business owners. This platform not only enhances the firm's service offerings but also fosters a collaborative environment where advisors can thrive under their own brand while benefiting from Fragasso's extensive resources and expertise. Robert’s strategic vision has positioned the firm as a leader in retirement planning, investment management, and estate law, ensuring that clients receive tailored solutions that align with their unique financial goals.
Robert's deep understanding of asset allocation, portfolio management, and strategic planning allows him to guide clients through complex financial landscapes. His expertise in retirement and estate planning has been instrumental in helping families secure their financial futures, while his focus on investments ensures that clients are well-positioned to capitalize on market opportunities. As a thought leader in the financial advisory space, Robert Fragasso continues to drive innovation and excellence at Fragasso Financial Advisors, fostering a culture of integrity and client-centric service.
