Robert Bennett, CFP®

Bobby brings over a decade of experience in financial services to his role as a CERTIFIED FINANCIAL PLANNER™ professional, a designation he has held since 2021. His career began in 2011 with New York Life Insurance, where he spent nearly ten years assisting clients with their insurance and investment goals. Bobby’s commitment to empowering individuals and families through sound financial strategies and investment management drives his work every day.

A proud father, Bobby lives in Stratford with his 12-year-old son, Blake, and cherishes every moment they spend together. Outside of his professional life, Bobby is an avid chess enthusiast, enjoys shooting hoops on the basketball court, and stays active with regular workouts. He and Blake are also dedicated Yankees fans, where they enjoy going to many games every season. Whether it’s a strategic chess match, a pickup basketball game, or a day at the ballpark with Blake, Bobby’s passions reflect his love for competition, connection, and quality time with his son.