Robert C. Streit
Business Philosophy
My goal is to provide sound financial and investment advice by focusing on the needs and risk tolerance of my clients. I can assist with important areas such as retirement planning, investment management, financial planning, insurance strategy and review, estate planning and preservation, saving for college, and regular service reviews.
Background
I have a bachelor's degree in Business from DeSales University. I started my career at Morgan Stanley and moved on to Beneficial Advisors LLC and now I am currently a partner at Integrity Wealth Management, LLC.
Professional Qualifications and Registrations
Series 7 and 66 securities registrations currently held with LPL Financial; Life and Health Insurance licenses in PA and NJ. Currently in training for the CFP designation.
Personal Life
I am a lifelong Philadelphia area resident and currently reside in Glenside, PA with my wife Trish and son Joseph. In my spare time, I enjoy playing sports such as golf, soccer, basketball, and racquetball.