About Me
Rob has more than 25 years of experience providing guidance to individuals about their investments. After practicing law for six years, Rob entered the financial services industry in 1997. Rob joined Stifel in 2009 after having worked at both Smith Barney and Merrill Lynch. He earned a B.A. from Vassar College and a J.D. from Northeastern University School of Law. Using an investment planning process, Rob specializes in helping people who are fearful their assets may not produce enough income for them throughout retirement.
In addition, Rob earned the CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination. Rob also holds Series 7 and 63 securities licenses, as well as life, health, and variable insurance licenses.
Within the community, Rob has served as President and Vice President of the Rotary and as a Warden for Saint Mary the Virgin Church, both in Chappaqua, New York, where he resides. He has also served as Vassar Class Treasurer and as an alumni interviewer for Vassar College.
Rob is married, and lives in Chappaqua, New York, with his wife, Marianne. Their daughter, Elizabeth, earned her Ph.D. in mathematics from The Ohio State University and works as a mathematician and data scientist for the Imageomics Institute.
Stifel Services
Stifel has the necessary tools to effectively assess your current financial situation and create a plan to address your needs and objectives.
My Qualifications
Find out more about Rob Campolongo, CFP®, and how he can help you pursue your financial goals.
The Importance of Tax Diversification in Retirement AccountsWhen planning for retirement, it is important to create a savings strategy in an effort to optimize asset growth in a tax-efficient manner. Understanding which account types offer tax deferral and tax-free distributions may help you save significant chunks of your wealth for retirement years.
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Stifel Wealth Strategist Report®Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
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Buffered Annuities – A Strategy in Volatile MarketsVolatility – it’s a term we’ve heard a lot in the media and felt in the markets recently.
If you’re in the accumulation phase, you may view volatility as opportunity. But as you get closer to retirement, this viewpoint may shift more to uncertainty. Volatile times like these are when it can be most valuable to work with a Financial Advisor.Article
An Introduction to Cost BasisWhen creating your estate plan, it is important to consider how income taxes may impact your beneficiaries. In order to do this, you need to have a basic understanding of cost basis rules.
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Birthday MilestonesReaching a certain age means being able to save even more and new financial opportunities to get ready for your retirement years.
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IRA Distribution Penalty ExceptionsIRA rules are designed to discourage early distributions, and a 10% penalty is imposed on distributions taken prior to the IRA holder reaching age 59½. However, the law provides several exceptions to the penalty.
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Freezing an Estate With an IDGTOne of the primary goals of estate planning is to maximize the assets that will pass to your heirs while minimizing the tax liability of your estate. One particularly effective strategy for working toward that goal is referred to as an estate freeze technique.
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Summary of the Tax Consequences of Incentive Stock Options (ISOs)ISOs can have a number of tax consequences. Read on to learn more.
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