With over 20 years of financial services industry experience, Rob has partnered with clients to help them build a strong financial future. He believes it is important to take time to understand what is most important to each client, and then develop a plan to achieve those financial goals and objectives. This includes meeting with clients periodically to monitor their plans and adjust to life-changing events. Rob specializes in Retirement Income Planning, College Planning, Asset Management, and Asset Protection Strategies.
Before joining Paquette & Shaw, Rob had a 21-year career with Fidelity Investments as a Financial Consultant. Rob built long-lasting relationships with clients where he helped develop and monitor sound financial plans to meet their family’s financial needs. Rob holds his Certified Financial Planner (CFP®) certification, his Series 7 and Series 66 securities licenses, and State life and health insurance licenses.
Rob grew up in Manchester and attended Manchester Central High School. He received his Bachelor of Science degree in Management from Keene State College, and his MBA from Southern New Hampshire University. He earned his CFP® certification in 2006.
Rob currently lives in Windham with his wife Laura and son James. When he is not at work you can find Rob with Laura at all of James’s basketball and baseball games, on the golf course, and watching all Boston sports including from his seat in Section 335 at Gillette Stadium during Patriots season.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.