Robert (Rob) Cucchiaro is a partner of Summit Wealth & Retirement Partners. Rob is a graduate of Cornell University with a Bachelor of Science degree in Industrial & Labor Relations. He holds the Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC) and Accredited Asset Management Specialist (AAMS) designations.
Rob entered the industry over a decade ago with Lincoln Financial Advisors where he served as President & Managing Principal for one of their subsidiary business units, California Fringe Benefits. Under Rob’s direction this group grew revenues from $21M to $29M during his tenure. Over the course of this time Rob also established and ran Cucchiaro Wealth Management, a boutique wealth management firm serving affluent families through California, Oregon, and Washington.
Rob has had the privilege of helping hundreds of families with everything from preparing for retirement to business succession planning to advanced estate and wealth transfer planning. Rob acts as his client’s “financial quarterback” providing solutions in all aspects of wealth management, while bringing in subject matter experts when necessary and coordinating those relationships for his clients.
Rob lives in Pleasant Hill, California with his wife Maryline and his two children, Dylan and Tyler. He enjoys traveling, golfing, and spending time with his young family.