A financial advisor and founding principal with Guardian Wealth Management, Robert N Martinelli volunteers his skills with The Richness of Life and the Society of Financial Awareness (SOPA) nonprofit groups. The former organization carries out a six-hour program that educates retirees and soon-to-be retirees about the transition from saving money for the future to spending their money to maintain their standard of living through retirement. Robert N Martinelli helps SOPA in its mission to provide workplace financial education. Hundreds of major corporations, government organizations, and not-for-profits have invited SOPA to inform their employees.
Complementing his community service, Robert N Martinelli helps free Guardian Wealth Management’s clients from financial worry by implementing long-term strategies for retirement security. He pioneered several financial planning processes, including the Family Harvest Process and Net Planning.
A professionally engaged financial advisor, Robert Martinelli belongs to the International Association of Registered Financial Consultants and the National Association of Insurance and Financial Advisors. Further, he holds a BS in business administration from Queens College and is a registered investment advisor.