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Robert dePalo, Jr., JD, CExP, AEP

Director of Business Planning

5544 Greenwich Road, Suite 303 
Virginia Beach, VA 23462
123.345.6787
robert.depalo@ffgadvisors.com

Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company prior to joining FFG. Robert enjoys helping people identify their goals, and design strategic financial plans to move towards achieving those goals. Robert is a Certified Exit Planner (CExP), this prestigious designation is held by less than 350 people nationally.

As a Director of Business Planning, Robert has a strong understanding of helping business owners find their "why" to design the most efficient plan to achieve both business and personal goals. He believes greatest reward is not personal advancement but assisting others achieve their peak potential.

Robert enjoys spending time with friends and family, he is a huge sports fan who never misses a Jets home game,
and enjoys trying new restaurants.

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Helping Business Owners Efficiently Monetize Their Greatest Asset

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Robert.

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AREAS OF FOCUS:

A HOLISTIC APPROACH TO BUSINESS PLANNING

Our team brings over 30 years of business planning know-how. We understand the challenges you face and offer strategies and services to help you optimize the value of your business and live a great financial life.

Do you have an exit strategy?
Selling or transferring your business can be the biggest financial event of your lifetime.

Even your best-laid plans for retirement can take a detour when life throws something unexpected at you -- like, disability or the early death of a partner. Or, what if you decide to follow a new dream...are you prepared? No one knows what the future will hold, but you can help protect your business by planning for the unexpected.

Personal Strategies

Personal Strategies

Life is unpredictable. You need a strategy that builds and protects, no matter what happens.

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Interactive Resource Centers

Interactive Resource Centers

We've curated a vast collection of Articles, Videos and Calculators designed to help you develop effective financial and lifestyle strategies

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Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

FINANCIAL VIDEO LIBRARY

When Markets React

When markets shift, experienced investors stick to their strategy.
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Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
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The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.
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Saving for College 101

Here's a crash course on saving for college.
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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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Interactive Tools & Resources

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
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Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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The Power of 401k Catch-Ups

The Power of 401k Catch-Ups

See how catch-up contributions after age 50 could significantly boost your retirement balance.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.

CRN202605-4341013