Broker Check
Robert J. Sullivan, ChFC

Robert J. Sullivan, ChFC

Managing Member, Chief Investment Officer

In 2004, Bob founded Investment Insight Wealth Management, LLC; the name of the firm makes clear what Bob and his team do for their clients—provide straightforward investment insights that lead to the accomplishment of financial goals. 

Investment Insight Wealth Management, LLC is a fee-based Registered Investment Advisor serving individuals and businesses, and their independent status allows them to provide objective investment and financial advice to their clients. Bob leads by example with honesty, integrity, accountability and customer satisfaction as the core values driving the firm each day. As an RIA, he and his team have the fiduciary responsibility to always do what’s in the best interest of each client. 

In this highly analytical industry, Bob especially enjoys the time he spends meeting and counseling people, hearing the stories of their individual life goals and ambitions. He thrives on the challenge of creating smart, solutions customized to each situation.

Personally and professionally, Bob is inspired to be working with his son, Chris, to build something bigger and better together. Their shared desire is to provide investment advice that will help people grow their wealth to gain peace of mind about their lives and their lifestyle.

Prior to establishing Investment Insight Wealth Management, Bob worked for AXA Advisors for 16 years. He holds an associate’s degree in bio-medical engineering technology from SUNY, Farmingdale, and the ChFC from the American College for Financial Planning, along with a Series 65 designation.

Farmingdale, New York, the town where he grew up, is home to Bob and his wife, Lisa. Married for 34 years, they have two children, Erin and Chris, and strive to maintain a healthy balance between work, family, and leisure. Outdoor activities are Bob’s favorite, and the time he spends cycling, backpacking, playing golf, and beekeeping give him time to reflect and keep him refreshed.