Robert (Bob) Petropoulos

Experienced Financial Professional

Robert (Bob) Petropoulos, is a highly experienced and knowledgeable professional who has spent the last 28 of his 37 years in the industry focused on estate planning, optimizing estate tax efficient strategies as well as navigating clients through the ever-changing landscape of the estate planning world. 

For 23 years, he served as the Regional Vice President for Prudential’s Individual Life Division, based in New Jersey. Throughout his career, he has demonstrated a deep understanding of the use of life insurance to benefit individual and small business owner clients.

Bob’s approach to working with clients is one of collaboration and consultation. He is committed to helping our clients design, implement, and review life insurance strategies that meet their specific estate planning needs and goals. With his extensive knowledge and experience, Bob is able to provide valuable insights and advice to help our clients make informed decisions.

Bob has been frequently called upon to speak at training and educational seminars for financial advisors, CPAs, and clients about advanced planning strategies. He is well-respected in the industry and has a reputation for being an industry leader and guide in his field.

Bob holds a Bachelor of Science in Accounting from the University of Delaware and an MBA in Finance from Fairleigh Dickinson University. He also holds the ChFC®, CLU®, AEP® designations.

Bob resides in Ringoes, NJ with his wife Pam, who he has been married to for 30 years. They have two daughters, Samantha and Kyla, as well as two grandchildren, Ben and Charlotte. Bob is also a retired 3rd degree black belt in Tae Kwon Do.