Robert J. Cruz, CFP®, CIMA®, is a seasoned financial professional with over 31 years of experience in the industry. Currently serving as Vice President and Financial Consultant, they help clients pursue their financial goals. Cruz holds several designations including CFP®, CIMA®, C(k)P®, CRPS®, and AIFA®, along with multiple licenses. They graduated with a Bachelor of Business Administration in International Business from the University at Buffalo. Previously, Cruz has held key positions at prominent firms including Financial Fitness for Life, AllianceBernstein, and BlackRock.
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