© 2016 Wharton Business Group l 110 N. Phoenixville Pike, Malvern, PA 19355
Securities and advisory services offered through FSC Securities Corporation, Member FINRA/SIPC.
Insurance services offered through Wharton Business Group, which is not affiliated with FSC Securities Corporation.
Since 1989, Rob has been working with successful business owners and professionals as their "go to" resource to effectively manage and coordinate their finances.
"My mandate is to give my clients clarity regarding their financial situation so they can focus on the things that are truly important to them,” says Rob.
This increase in confidence is accomplished through the unique planning process that is used at Wharton Business Group. “It is designed to save our clients' money in taxes and other expenses that they were paying unknowingly and unnecessarily,” Rob explained. Rob’s goal is to create a plan that provides the necessary resources to live a life with no regrets - the life they always dreamed about.
Rob says, "I have two goals for every client; One, remove the stress that is associated with financial issues. Second, maximize wealth without increasing risk.”
Those who know Rob will tell you that he has a creative ability to take complex situations and make easy to understand. He is also known for his work ethic, the tireless pursuit of ongoing education and raising the ethical standards in the industry. Rob received his Bachelor of Science in Accounting at Villanova University. In 1993, Rob married Annmarie and they have 4 children, Robert, Danielle, Nicholas, and Luke. Rob enjoys coaching youth sports, fitness training, and golf.
- Chartered Financial Consultant (ChFC) Designation earned through The American College
- Member of the International Association of Registered Financial Consultants (IARFC)
- Member of The National Ethics Bureau
Robert Gueriera, Jr.
Chartered Financial Consultant (ChFC)