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Robert Mezzio, CRC®

Robert Mezzio, CRC®

Certified Retirement Counselor®

Rob has been providing personal financial services since 2001, focusing on working with teachers and retirees looking to turn their hard earned savings into a lifetime of retirement income. Rob looks to build relationships based on trust and competency, while striving to act in the best interests of the client.

As a financial advisor, Rob understands that everyone’s economic and life situation is unique and he is dedicated to learning about your individual goals and dreams and working with you to help you achieve them. Being an independent financial advisor allows Rob to offer a wide variety of products and services ranging from retirement planning, investing, life insurance, and college savings, therefore, he can customize a plan to meet your individual goals.

Rob is a member of NTSA and ASPPA. He is happily married to his lovely wife, Jolene, and has two wonderful daughters. Away from the office, Rob enjoys the outdoors, fishing and spending time with his family and friends.



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