About
Rob Solimano, CFP®

Angel Oak Financial Services, LLC

Robert Solimano, CFP® is the founder of Angel Oak Financial Services, LLC. His mission is to provide independent financial advice to his clients to help them achieve their short and long term goals. He has joined his passion for people and personal finance to create a planning and asset management company to assist those that need and are willing to accept help. He has a unique ability to listen objectively and compassionately, while organizing a client's financial issues to create a comprehensive financial planning and investment experience. His main priority is to create a relationship where all parties fully understand the goals and objectives to be accomplished and work toward success through mutual understanding and shared vision.

About Robert Solimano

Experience

Rob has an extensive business and entrepreneurial background. Prior to entering the field of financial planning he had a successful career in small business development, administration and consulting. His many years of business experience is invariably called upon when discussing planning for individuals and businesses. As an entrepreneur, he has always enjoyed the challenges of day to day operations and the varied ways problems can be solved.

Credentials

Rob has completed the CFP® Board Registered Education through Fairleigh Dickinson's Petrocelli College of Continuing Education and is a CFP® Certificant.

  • Member Financial Planning Association (FPA)
  • Member The National Association of Personal Financial Advisors (NAPFA)
Education

Certificate in Financial Planning, Fairleigh Dickinson University, Petrocelli College of Continuing Education, Teaneck New Jersey.

CFP® Certificant.

Bachelor of Science, Business Administration, Montclair State University, Upper Montclair New Jersey.

Family

Rob and his wife Karen live in Montvale, New Jersey. They have two boys, Michael, a Senior at Amherst College, and Jonathan, a Freshman at Penn State University.

Rob always looks forward to spending time with family and friends, golf, Saturday 3k's, and the 10 mile stretch of beach on Kiawah Island South Carolina.