Growth Deserves a Strategy. So Does Risk.
Robert works with clients to consider how different assets and strategies may serve different purposes over time. For some clients appreciation may be the important objective. For others, the priority may be preservation, protection, future income, or providing for the people and priorities that matter most.
Growth Deserves a Strategy.
So Does Risk.
Robert P. Gentile
Experienced guidance for today’s retirement decisions.
Robert P. Gentile works with individuals and families to help them navigate important decisions surrounding retirement income, annuity strategies, life insurance, long term care, and legacy planning. His approach is personal, calm, and collaborative, with an emphasis on helping clients understand their options and make thoughtful decisions about the future.
With more than four decades of experience in financial services, Robert brings a depth of perspective to the conversations he has with clients today. He began his career on the floor of the Pacific Stock Exchange and later worked directly with clients as a General Securities Representative, previously holding the Series 7 registration.
Today, Robert’s work is focused on helping clients evaluate insurance and retirement related strategies with clarity and care. He takes the time to understand each client’s priorities, explain available strategies, and consider how the decisions they make today may support the life and legacy they envision.
Robert especially values the long term relationships he develops with his clients. He remains attentive to their changing needs and to the people and priorities that matter most to them. His goal is to provide experienced, personal guidance that helps clients move forward with greater understanding and confidence.
Growth Deserves a Strategy. So Does Risk.
The assets you have built are part of a much bigger picture.
Robert works with clients to consider how different assets and strategies may serve different purposes over time. For some assets, appreciation may be an important objective. For others, the priority may be protection, preservation, future income, or providing for the people and priorities that matter most.
A thoughtful strategy considers where growth belongs, where protection matters, and how the pieces can work together.
Retirement Income
Consider how annuities and other insurance-based strategies can help create greater stability and predictability throughout retirement.
Strategies for Retirement and Beyond
Explore options designed to support capital growth, retirement income, protect the people you care about, and prepare for changing needs.
Life Insurance and Legacy Goals
Explore life insurance options that can help protect those you love, and support the legacy you hope to leave behind.
Long-Term Care
Prepare for the possibility of future care needs while considering your independence, your resources, and the people who may be part of your care.
Retirement Income & Annuities
Retirement income planning begins with understanding how your available resources may support the life you want to live. Robert helps clients explore income strategies, including whether an annuity may have an appropriate role in their broader retirement plan. He explains the available options and considerations so clients can make informed decisions based on their needs and priorities.
Careful Planning for the Future
Income Strategies
Retirement income planning considers how different financial resources may work together over time. Robert helps clients examine their expected income needs, available options, and changing priorities as they prepare for retirement.
Long-Term Care
Long term care planning helps clients prepare for the possibility of needing additional care later in life. Robert helps clients explore their options while considering personal preferences, family circumstances, available resources, and the independence they hope to preserve.
Life Insurance
Life insurance needs can change as retirement approaches. Robert helps clients consider whom they want to protect, the financial responsibilities that may remain, and how life insurance may fit within their broader retirement and legacy planning.
Insurance Strategies for Business Owners
Robert works with small business owners to explore life insurance strategies that support key person protection, the funding of buy-sell agreements, business continuity goals, and insurance-based private pension strategies.
Start a Conversation
Robert will contact you personally to continue the conversation.