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Podcast: Registered Investment Advisor Podcast
Episode: Reinventing What Financial Planners Do
Description: Robert Hapanowicz founded H&A more than 30 years ago to provide comprehensive financial advice and investment and wealth management services that help people pursue their wealth goals. He is responsible for providing strategic leadership for the company by working with management to establish long-term goals, strategies, plans, and policies. He also plans, develops, organizes, implements, directs, and evaluates H&A’s fiscal functions and performance.Bob is a Wealth Advisor and the primary manager of all client relationships at H&A, managing existing client relationships and formulating and implementing financial strategies and advice.Prior to fo...