Robert Matricardi

Robert Matricardi, CFP®, ChFC®, currently serves as the Director of Advice & Financial Planning at The Pelora Group since October 2023. Previously, Robert held positions including Head of Financial Planning at Financial Resources Group Investment Services, LLC, and served as a CERTIFIED FINANCIAL PLANNER™ professional at Equitable Advisors. Robert's extensive experience spans various roles, such as Chief Financial Planning Officer at AXA Advisors, LLC, where responsibilities included supervisorial support and mentoring financial planning capabilities. Robert also worked at New York Life Insurance Company and Charles Schwab, leading teams in financial planning and advising capacities. Educationally, Robert holds a BS in Business Economics/Finance from the State University of New York at Plattsburgh.