Robert J. Felvinci

FINRA Licensed: Series 7 and 66

Rob is a graduate of Northeastern University where he received his BS in Finance.  He spent 22 years in senior management positions at Alliance Bernstein in New York City before moving to Maine. Rob worked as Director of Portfolio Management at Spinnaker Trust in Portland before connecting with Roland and Pension Professionals.

At Pension Professionals, Rob is involved in many areas of the firm working closely with Roland in making sure clients are given the necessary attention to satisfy their lifelong goals personally and financially.

“We are dedicated to a holistic financial planning process that doesn’t look at a client as a number or even just how much money they have invested.  It is a deep and intentional process that takes us on a journey into the client’s life, relationships, goals, and dreams to understand them as individuals and families. We tie in proper estate planning, tax management and other pieces of the puzzle like insurance and philanthropic desires to map out a long-term plan to achieve the clients’ aspirations.”

Rob enjoys working at Pension Professionals and thrives in a culture built on service and individual merit.

“I appreciate the focus on philanthropy and giving back to the community, it’s an important part of Pension Professionals and something that we practice.”

Rob has served on the Wall Street Board for St. Jude’s Children’s Research Hospital while working in New York City and currently serves on the Board of the Kennebunk Land Trust as its Treasurer.  Rob enjoys spending time with his two adult sons, skiing, biking, and hiking. He is currently working on hiking all sixty-seven 4,000+ foot mountains in New England and only has 12 left!  Rob also enjoys taking in the theater, concerts and visiting museums.