Location New York, New York, United States Regions Greater New York Area, East Coast, Northeastern US Gender Male
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Bob Grillo is passionate about finding solutions to his clients’ complex problems. He has the ability to take something that may seem intimidating and complicated and make it understandable.
“It doesn’t have to be rocket science,” he said. “For an issue or concern that appears confusing and overwhelming, I break it down into easy-to-digest pieces
and then connect the dots to show that there is strategy.”
As a Certified Financial Planner™ professional Bob Grillo abides by the Code and Standards that require a CFP® professional “to act in the best interests of the client at all times when providing financial advice.” He also holds the AIF® (Accredited Investment Fiduciary) designation – a designation of fiduciary commitment.
As the founder of Tempus Advisors and through his almost twenty years of affiliation with Raymond James, Bob has earned the Raymond James Institute of Investment Management Consulting designation.
