Firm Position
Rob
is the Industry Leader of ParenteBeard LLC’s Healthcare Services Group
and also a partner with our subsidiary, ParenteBeard Wealth Management LLC,
registered investment advisory firm. Rob is
located in ourYork
office.
Professional
Experience
With
over 19 years of experience, Rob has developed extensive expertise in the
areas of business, financial and tax planning, specifically in the health
care industry. He specializes
in the taxation of corporations and partnerships and has extensive
experience with professional, corporate and individual taxation, including
S corporation tax matters. He
is also highly experienced in the areas of personal financial planning
matters including retirement plan design. Rob has presented numerous
educational programs on Personal Financial Planning and Tax, sponsored by
the York County Chamber of Commerce; the Pennsylvania Institute of
Certified Public Accountants, South Central Chapter; the Institute of
Management Accountants; and ParenteBeard LLC, for both in-house staff
training and client seminars.
Education
- BS, Business Administration, Shippensburg University
- Certified
Public Accountant, Licensed in
Pennsylvania
- Personal
Financial Specialist (PFS)
- Certified
Financial Planner™ (CFP®)
Professional
and Community Affiliations
- American Institute of Certified Public Accountants
- Pennsylvania Institute of Certified Public Accountants
- Financial Planning Association, Member
- York County Estate Planning Council, Member
- York CountyConvention and Visitors Bureau, Treasurer
- YMCA/Y Men’s Club, Member
- Shippensburg University’s Raiders Club, Member
- United Way of York County, Treasurer
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