As an independent financial planner and President of Westchester Benefit Group, Bob Loeb helps individuals and business owners understand their current situations, define future goals and develop flexible strategies that will help them to reach their objectives. Bob provides clients with meaningful solutions to a wide range of financial matters, including investments, risk management, tax planning and business continuation planning, as well as qualified and non-qualified retirement and benefit plans.
In addition to over 31 years of experience in the financial services industry, Bob holds the CERTIFIED FINANCIAL PLANNER™ designation, which is recognized as the standard of excellence for competent and ethical financial planning. He also attended Mercy College. Bob is a member of the National Association of Life Underwriters, the Financial Planning Association and the National Federation of Independent Business. He is also a lifetime member of the Million Dollar Round Table and Independent Insurance Agents & Brokers of America.
A big part of Bob’s life outside of the office involves volunteer and charity work. He serves on the advisory council of VISIONS, an organization co-founded by his grandmother that develops and implements programs to assist people who are visually impaired. In addition, Bob served on the board of the Vincent G. Halloran Foundation, a charity set up in memory of a fallen firefighter and father who was killed on September 11. The charity benefits the well-being, recreation and education of children. Bob also supports Cooley’s Anemia Foundation and the Avon Walk to End Breast Cancer.
Bob lives in North Salem, New York, with his family. He serves as President of the Lions Club of North Salem.