One Bala Plaza
Bob Protesto joined The Haddon Planning Group in 2014. His previous 6 years of experience of being a Financial Advisor and District Manager with ING Financial Partners has given him the expertise and leadership skills needed to help his clients reach their most important financial goals. Bob’s attention to detail and good listening skill are the foundation to his long-lasting, trusting relationship with his clients. With an analytical mind and out-going, empathetic personality, Bob’s main mission is to ultimately help his clients retire happy.
In addition to graduating Summa Cum Laude from Temple University in 2008 with a degree in Mathematics, Bob is a CERTIFIED FINANCIAL PLANNER™ (CFP®) through the CFP Board and Chartered Retirement Planning Counselor® (CRPC) through the College of Financial Planning. He currently holds the Series 6, 7, 63, 65, and Life, Accident, and Health Insurance Licenses. Bob grew up in the Delaware County suburbs of Philadelphia and is a proud alumni of St. Joe’s Prep. He currently lives in the Fairmount/Art Museum neighborhood of Philadelphia with his wife and two daughters.