Robert A. Mestjian, CFP®

Bob draws on his many years of financial planning and investment experience to help guide the investment philosophy and policy. Transparency and trust are essential to Bob’s approach to planning and the client is at the center of his professional philosophy. “I transitioned into this business because I found the idea of helping individuals achieve their financial goals far more rewarding than working in bank supervision at the Fed,” he says. “I truly enjoy meeting with our clients and I love what I do. Every day brings new challenges and no day is the same.”

Before joining Alliance Private Wealth in 2007, Bob worked in bank supervision at the Federal Reserve Bank in Chicago and Boston. Bob holds a bachelor’s degree in Finance from the University of Kentucky, an MBA from DePaul University and a Masters in Financial Planning from Bentley University. He is also a CERTIFIED FINANCIAL PLANNERTM professional. Outside of work he values his time with his wife and three children. An avid sports fan, he enjoys skiing, coaching his kid’s youth sports teams and cheering on his favorite Boston and Chicago teams.