Robert A. Connell, CFP
Founder, Chief Executive Officer
Bob is the visionary behind Apex Financial Advisors. With over 40 years of experience in financial planning, and as one of the first to earn the CERTIFIED FINANCIAL PLANNER™ designation in the country, he is truly a groundbreaker in the financial services industry. A graduate of Pennsylvania State University, Bob earned a Bachelor’s Degree in Aerospace Engineering. After receiving his degree, he completed advanced studies and did research under a NASA contract for two years as a graduate student.
Having spent over 35 years working as a Senior Vice President for a Fortune 500 Financial firm he brings a wealth of experience including senior management. He is well versed in closely held corporations, real estate, private equity and all other investment vehicles.
Bob implements a Multi Family Office approach for high net worth families encompassing all aspects of their life and is considered the primary strategist for the family.
On a personal basis Bob has been a power yoga instructor for over 12 years and achieved a high ranking in Aikido. He also teaches high performance driving on racetracks around the country and fosters dogs for a rescue organizations.