Broker Check

Robert P. Pretopapa, CFP®

Robert P. Pretopapa, CFP®

Wealth Advisor

robert.pretopapa@onefinancialservices.com

In 2002, Rob began his career as a financial advisor. He joined One Financial Services in April of 2008 as a Wealth Advisor, where he personally serves his clients by carefully listening to their needs, understanding their goals and helping them make important life decisions. He embraces a holistic model of wealth management to create a comprehensive financial plan through a systematic and detailed approach to the related areas of personal finance, including investment management, taxes, wealth accumulation, cash flow distribution, insurance and estate planning. He also oversees the firm’s research process and contributes to the investment committee.

 

Rob holds a Bachelor of Science in Business Administration from Bloomsburg University. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®), and has also completed the Financial Planning program at New York University School of Continuing and Professional Studies in Finance, Law and Taxation. He holds his Series 7 and 66 general securities registrations through LPL Financial, along with a Pennsylvania resident life insurance license.

 

Outside of One Financial Services, Rob is an active member in several organizations, including the Bloomsburg University Alumni Association, the Estate Planning Council of the Lehigh Valley, and the Palmer Township Kiwanis. He has established himself as a trusted advocate in the community by volunteering for Meals on Wheels of Lehigh County.  He also is a graduate of the Leadership Lehigh Valley Class of 2014. He is also involved with the Leukemia and Lymphoma Society and the Man and Woman of the Year campaign for 2015.

 

He is a native of the Lehigh Valley where he lives with his wife Alesha, two daughters Lucia and Marlow, and son Theo. He enjoys running and has completed several half marathons.

 

To learn more about the organizations Rob is involved with, please visit the following links:

 

 Bloomsburg University

 Palmer Township Kiwanis

 Meals on Wheels of the Lehigh County

 Leadership Lehigh Valley

 Leukemia and Lymphoma Society

 LLS Man and Woman of the Year

 

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