Robert V. Iandoli
As the President, Chief Compliance Officer, and Chief Investment Officer at Horizon Financial Group, I specialize in investment advisory services, financial planning, insurance planning, and retirement planning. I have been in the financial services industry since 1974, starting my career with Massachusetts Mutual Life in New York City. Early on, I realized that I could not properly service my clients' financial needs unless they passed away or became disabled. So, I acquired my investment licenses, including the Series 7, 24, and 63, and became an independent financial advisor.
I have worked with several financial institutions over the years, including Anchor National, Chubb Securities, Jefferson Pilot, and Lincoln Financial Securities Corporation, where I am currently a registered principal and General Agent. I am responsible for managing client accounts, holding client meetings, and performing various administrative duties to ensure that my clients' financial needs are met.
At Horizon Financial Group, our clients are very diverse and have a wide range of goals and aspirations. I find it both exciting and rewarding to help them achieve their financial objectives, and I am motivated to work with them to navigate the financial markets and life's ups and downs. I hold a BA in Finance from Rutgers University and Bloomfield College, and I have been a member of the Million Dollar Round Table (MDRT)* since 1975.
In my free time, I enjoy wine collecting and playing golf. I live in Far Hills, New Jersey with my wife, Barbara, and together we have two grown children, Heather and Ian. I find great joy in spending time with my family, especially playing a round of golf with my son and son-in-law.
*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Bob applied for membership and a fee was paid.