Credentials

Credentials

Personal

The principal of Bucci Financial Services is Robert J. Bucci.  Bob is a CERTIFIED FINANCIAL PLANNER™ and a Chartered Financial Consultant®.  Bob was born and raised in Pittston, Pennsylvania.  In 1986, he earned his Bachelors of Science Degree in Pharmacy from Temple University, and spent twelve years working in various operational and management positions in the healthcare industry.  During his undergraduate years, Bob also concentrated on the studies of economics and developed a passion for business.  In 1998, he completed his much anticipated career change and began his financial services career by joining one of the largest financial advisory firms in the Mid-Atlantic region.  With his extensive experience in healthcare, he quickly became a valuable resource to many pharmacists, physicians, nurses and other allied health professionals.
In January 2006, Bob founded Bucci Financial Services in order to accommodate his growing and diverse client base.  He was able to establish a client centered independent financial advisory practice, with continuity and a commitment to one-on-one service for his clients.
Bob resides in Plains, Pennsylvania with his wife Sheila. They have two sons, AJ and Matt.  Bob loves spending time with his family, and is an avid college and professional sports fan.  He is a strong supporter of his alma mater Temple University and their sports teams, and is a self-proclaimed ‘grill master’ at the football tailgate parties he hosts.

Professional

Bob is committed to making sure each client has the most current and effective strategies and products in the financial industry.  To ensure this, he continually educates himself and enrolls in the necessary classes on a variety of investment, insurance and estate planning topics.

Certifications & Designations

CERTIFIED FINANCIAL PLANNER™
Chartered Financial Consultant®

Licenses

(FINRA Series 6)  Investment Products/Variable Contracts Representative
(FINRA Series 7)  General Securities Representative
(FINRA Series 24)  General Securities Principal
(FINRA Series 63)  Uniform Securities Agent State Law Exam
(FINRA Series 66)  Uniformed Combined State Law Exam
(Life, Accident and Health)  Life, Disability, Long Term Care Insurance Licenses

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ , CFP® (with plaque design) mark, and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The mark ChFC® is the property of The American College and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation.