Focus: Insurance Strategies, Investment Strategies, Business Owners, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education, Retirement Income Planning, LGBTQ, College Funding Strategies, Charitable Giving, Military
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Rob Shangraw graduated from the Smeal College of Business at the Pennsylvania State University in 2005 with a BS in Economics. Having achieved the top rank of Eagle Scout, Rob continued his commitment to community service in college where he was elected by his peers to be a participant in THON. It is the largest student-run philanthropy in the world supporting the fight against childhood cancer. In 2012, Rob was nominated as Man of the Year Candidate, a 10 week fundraising campaign supporting the Leukemia and Lymphoma Society. In addition to his commitment to philanthropy, Rob is an active member of the Greater Philadelphia Chamber of Commerce and Main Line Chamber of Commerce.
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2 Bala Plaza Suite 901
Bala Cynwyd, PA 19004