RP
CFP
RP
CFP

Robert Francis Pajak

19 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
2,316 clients
Average Client Portfolio
$413K average
Assets Under Management
$956.1M

Fee Structure

Minimum Investment:$25K
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Location

West Newton, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert is a licensed independent insurance agent, authorized to sell insurance products through various companies.

Employment History
Current Registrations
First Affirmative Financial Network LLC
July 2007 - Present · 18 yrs 7 mos
Previous Registrations
Winslow, Evans & Crocker, INC.
March 2005 - November 2005 · 8 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.