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Bob Wilgos profile image

Bob Wilgos

Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Summit Financial Advisors, LLC</span>
Intro Book
Seasoned financial planner delivering comprehensive retirement and estate solutions.
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Location
Newtown Grant, Pennsylvania, United S...
Skills
  • Retirement Planning
  • Estate Planning
  • Financial Planning
  • Public Speaking
  • Retirement
  • Show all
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Bio

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Bob Wilgos is a seasoned financial professional with expertise in retirement planning, estate planning, and financial planning. He has over 14 years of experience in the industry, including stints as a partner at Summit Financial Advisors, LLC and president at Laurel Financial Consultants, LLC. He holds an MBA from the University of Rochester and a BS from SUNY at Buffalo.

Credentials

  • Certified Financial Planner
    Certified Financial Planner Board of Standards
    Nov, 1995
    - May, 2026

Experience

  • Summit Financial Advisors, LLC
    • Newtown, Doylestown and Center City Philadelphi...
    • Partner
      • Jul 2009 - Present
      • Newtown, Doylestown and Center City Philadelphi...

      * Formed a partnership with two likeminded Fee-Only financial advisors dedicated to providing unbiased financial services to middle income clients * Grew the business by over 50% from 2010 to 2011. * Registered Investor Advisor firm in Pennsylvania and New Jersey.

  • Laurel Financial Consultants, LLC
    • Newtown, Pennsylvania
    • President
      • May 2004 - Jul 2009
      • Newtown, Pennsylvania

      * Established an independent financial consulting firm dedicated to delivering comprehensive, personalized, and objective advice to middle income clients and small business owners in the Security Alarm Industry.* Established and grew the Financial Planning Business from scratch using resources of...

  • Advanta Business Services
    • San Ramon California
    • Associate VP - Key Accounts
      • Feb 2002 - Apr 2004
      • San Ramon California

      * Managed major account relationships in the Security Alarm Industry for this GE Capital Joint Venture* Fostered relationships with 100 largest security alarm dealers in industry.

Education

  • 1967 - 1972
    University of Rochester
  • 1962 - 1966
    SUNY at Buffalo

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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