Bob is the lead advisor and founder of our branch office of Commonwealth Financial Network. Although he works with all of our clients, he particularly enjoys drawing on his 30+ years of engineering, corporate and financial industry experience to tackle complex issues like retirement income planning and lifetime financial plans. In addition to his role advising individual clients and their families, Bob also serves as our retirement plan specialist assisting small business owners with advice in the selection and operation of their company retirement plans.
Bob is a graduate of Boston University's Graduate School of Business and Boston University's Financial Planning Program. In addition to holding an MBA and a bachelor's degree in Electrical Engineering, Bob is a CERTIFIED FINANCIAL PLANNERTM practitioner, a CHARTERED RETIREMENT PLAN SPECIALISTTM, a Registered Representative and Investment Advisor Representative affiliated with Commonwealth Financial Network of Waltham, MA.
A native of the south shore of Massachusetts, Bob and his family have lived in the Wilmington area for over 30 years. When away from the office, Bob spends a fair amount of time in the New Hampshire mountains hiking and skiing.
Dan works with a wide range of our clients but he particularly enjoys working with younger clients, including the children and grandchildren of some of our more well-established clients. He enjoys working with this particular client set because it offers him the opportunity to teach them about prudent financial management and investment decisions. In addition to his role as an advisor, Dan handles much of the work associated with client acquisition, client support and general office operations including: maintenance of our website, generation of marketing materials, and the production of materials for client reviews or new client orientation meetings. He also plays a key role in our investment research and portfolio construction work.
Dan graduated with his bachelor's degree from Stonehill College in the spring of 2007 and joined our firm shortly thereafter. Dan currently holds the FINRA Series 7, 63 and 66 securities registrations and acts as a Registered Representative and Investment Advisor Representative for Commonwealth. Since joining us, he has received a Certificate in Financial Planning from Boston University and is working towards completing the remaining requirements to become a CFP® professional.
Dan currently resides in Tewksbury, MA and enjoys many activities including skiing, kayaking, traveling and trying new things... especially new craft beers. He is also a loyal and dedicated fan of the Boston Bruins! Dan's E-Mail: Dan@My-FinancialPlanner.com
Commonwealth Financial Network 226 Lowell Street, Suite 1-A-1 Wilmington, MA 01887 Phone (978) 658-5626 - Fax (978) 658-6468
This communication is strictly intended for residents of CA, CO, CT, DC, FL, GA, MA, ME, MI, MN, NC, NH, NY, OH, RI, TX, VT & WA. 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.
Robert Esdale is a Registered Representative and Investment Adviser Representative with/and Offers Securities and Advisory Services Through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
