Bob Waskiewicz is a Principal and Senior Financial Advisor with Wescott, working with clients to identify financial objectives and goals. His responsibilities are related to all facets of financial planning, investment portfolios and wealth management, and include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.
A Certified Financial Planner™ and certified public accountant, Bob’s knowledge of tax planning and preparation allows him to give clients a clear understanding of their financial position from both a tax and investment perspective. He is a key member of Wescott’s Tax Alpha Group.
Bob serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design. He is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA).
He received his bachelor’s degree in accounting from Pennsylvania State University. Prior to joining Wescott, he worked as a public accountant with a tax and financial planning firm for 14 years.
He resides in Voorhees, New Jersey with his wife, Andrea Baptist, and their two sons.