Theresa Curreri Email

Client Service Administrator . Tilson Financial Group

Current Roles

Employees:
1
Revenue:
$140k
About
Bob Tilson is President and CEO of The Tilson Financial Group, located in Watchung, NJ, and a Registered Representative of Cambridge Investment Research, Inc. Bob earned a Masters of Business Administration in Finance and a B.S. Degree in Engineering from Rutgers University. Bob has been a financial planner since 1987 and obtained the Certified Financial Planner Practitioner (CFP®) designation in 1990. Bob has been a contributing source for articles published in The Wall Street Journal and Investors Business Daily. He has also appeared as an expert on personal finance on MSNBC and Fox 5 News "Good Day New York". The Tilson Financial Group has been ranked by Bloomberg Wealth Manager Magazine as a top wealth manager, in the United States, seven times. Bob specializes in retirement income strategies, estate planning and tax efficient investment techniques. Bob is treasurer of Lisa's Heart - Kids Cancer Research Fund, a charitable organization very dear to him. He is also a board member of the Joan Capps Foundation, an organization engaged in activities that benefit women and children with specific emphasis on global hunger and healthcare issues. The Foundation also strives to bridge the digital divide and to assist underprivileged students to achieve.
Tilson Financial Group Address

New Providence, null
Tilson Financial Group Email