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Certifications

MBA, CFP®

Client specialties

  • Financial Planning
  • Personal wealth management
  • Portfolio Construction & Management
  • Risk Management

Robert S. Alimena , MBA, CFP®

Vice President, Private Wealth Advisor

Bio

Bob is a Vice President and Private Wealth Advisor at Procyon Partners, based in the Melville, NY, office. With over 15 years of experience, Bob has partnered with individuals, families, and businesses to provide comprehensive financial planning and investment solutions tailored to their specific goals and needs. He is dedicated to helping others and is passionate about assisting clients with all aspects of their wealth management needs.

As a CERTIFIED FINANCIAL PLANNER™ professional, Bob continuously enhances his knowledge across various financial and tax planning topics. This expertise enables him to understand the complexities of different planning issues and make informed recommendations to help clients achieve their desired outcomes.

Bob holds a B.A. in Economics from SUNY Geneseo and an MBA in Finance from Rochester Institute of Technology. His educational background has equipped him with a solid foundation in finance and enables him to deliver high-quality financial advice.

With his extensive experience, financial planning expertise, and commitment to providing personalized solutions, Bob is well-positioned to guide clients on their wealth management journeys. His passion for helping others, coupled with his strong knowledge base, allows him to assist clients in achieving their financial goals and navigating the complexities of their financial lives.

Outside of work, Bob resides on Long Island with his wife and two boys. He enjoys music, hockey, and spending time outdoors. His diverse interests contribute to his well-rounded approach to life and his ability to connect with clients on various levels.

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