Robert Naclerio

Robert Naclerio is a highly experienced and knowledgeable wealth advisor who has recently joined CPC Wealth Management. With over 30 years of experience in the finance industry, Robert has gained extensive expertise in wealth management, financial planning, investment strategies, and retirement planning.

Prior to joining CPC Wealth Management, Robert held a senior advisor position with Merrill Lynch and several positions with TIAA Cref. He started his career as a field wealth advisor with TIAA Cref, where he worked closely with high-net-worth clients to create customized investment portfolios that met their specific financial goals. Robert’s passion for helping individuals pursue financial success led him to transition into wealth management, where he has spent the majority of his career.

Throughout his career, Robert has built a strong reputation for providing exceptional financial advice and delivering results for his clients. He is known for his ability to understand his client’s unique financial situations and develop personalized plans that help them pursue their long-term financial objectives.

As a Wealth Advisor at CPC Wealth Management, Robert will use his extensive experience and knowledge to help clients build and manage their wealth. He will work closely with each client to understand their financial goals and create customized plans to adress those goals. Robert is committed to providing his clients with the highest service and advice and is excited to join the CPC Wealth Management team.

Robert is a strong believer in the power of community to effect change and he has worked to build networks of support for the charities he supports. Robert’s interest in cancer charities stems from personal experience. He has seen firsthand the devastating impact that cancer can have on individuals and their families, and he is committed to doing his part to help find a cure.

Robert is a proud family man who cherishes his roles as a husband, father, and grandfather. He is deeply committed to his family and takes great joy in spending time with his loved ones.