Robert Velardi

Robert Velardi

VP, Ion Bank
Infinex Financial Advisor

Office: 959.255.8907
Mobile: 203.430.6589
E-mail:

Website: Visit my web site!

 

Robert Velardi, an Infinex Financial Advisor and Vice President at Ion Bank has over two decades of experience in financial services. “Whatever your goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you”. Robert received his degree in Economics from the University of Connecticut.  Robert has earned his CRPC®, and Chartered Retirement Planning Counselor designation from the College for Financial Planning. Robert is actively involved with the YMCA in his hometown of Branford, coaching youth sports.

 

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Services

Asset & Risk Management

 

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Retirement & Financial Planning

 

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Business Owners & Employer Plans

 

 
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Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck