Robert J. Paolini, CPA, MBA
Managing Partner, Wealth Manager
Bob is the founding member of Paolini Financial Group, LLC, which offers a broad range of financial services for both individual and corporate clients. He is an Investment Advisor Representative with LPL Financial. His focus is on managing investments with a tax efficiency. He currently holds the Series 7, 24, 53, 63, 65 registrations held with LPL Financial.
He began his accounting career with Ernst & Whinney (now Ernst & Young), one of the largest accounting firms in the world. He continued his career with Asher & Company, Ltd., a large regional firm in Philadelphia where he specialized in small to medium size business accounting, auditing, consulting and taxation services.
Bob has been a CPA since 1988. . He has a securities registration and life and health insurance license in New Jersey and Pennsylvania. He is a member of the American Institute of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants,and the New Jersey Society of Certified Public Accountants. He is a licensed CPA in New Jersey and Pennsylvania. Bob and his wife Dorothy have four children and reside in Medford, New Jersey.
Education:
- Temple University, Masters of Business Administration
- Rutgers University, B.S. Degree in Accounting
Affiliations and Community Leadership:
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- New Jersey Society of Certified Public Accounts
- Licensed CPA in New Jersey and Pennsylvania
Tax services are not offered or provided through Paolini Advisors or LPL Financial.