For Rob, entrepreneurship is in his blood, having worked in the family business in various field and operational capacities. “I come from a long line of business owners,” explains Rob. “My grandfather and father were successful in the service industry, and I grew up with an understanding of customers and what small businesses face every day.” This early career experience laid the groundwork for the growing firm R.P. Damico and Associates. Where he and his associates work closely with small businesses and private individuals who value valuable information and personal accountability. A Rochester native, Rob is a graduate of McQuaid Jesuit High School and St. John Fisher College. He holds a Masters in Financal Services from the American College.
A commitment to service and the value of relationships are what drive Rob. “I have always believed I was most effective with clients who value information and education, and want to learn how to address issues in their financial life. I am a technician at heart; a natural analytical thinker. Hence the job I do today is ideal for clients who value understanding, critical thinking, and careful analysis as the foundation for helping to protect what matters most.”
A best fit for Rob is a responsible business owner or individuals nearing or in retirement who want to do the right thing for him/herself and his/her employees. “There are no cookie –cutter solutions. I recently attended a seminar put on by a retirement community and was astounded at the number of people asking very basic questions and the advice being dispensed. Solutions should not be ‘sold over the counter.’”
In addition, Rob works effectively with people from a variety of disciplines and stations in life. His focus is primarily in the following three areas: Individual retirement and pre-retirement planning; helping with the complete needs of businesses and their owners; and families or individuals planning for their estate. One of Rob’s strengths is his ability to understand the complexities of various lines of business and the drivers in each unique client’s life. “No one financial services professional can fit the needs of every market or client. While one of my strengths is the diversity of my experience, I recognize also that successful relationships are built on mutual purpose and understanding.”