Contact Me

A phone call away from sound retirement advice

Feel free to reach out to Robert with any questions, enquires or feedback by phone, email, or with the following form. Robert will respond to your enquiry within 1-2 business days. For some general information about his services and/or fees, please see the services page or have a look at the FAQ.

Robert Daniele talking on the phone with a client at his computer with a glass of water.

Please note:

Due to high demand my wait list is currently 3-4 months before a first appointment. Please fill in the form below and you will hear back from me (a licensed financial planner) within 1-2 business days to discuss your enquiry.