Robert J. Sullivan, ChFC & NSSA

In 2004, Robert Sullivan founded Investment Insight Wealth Management, LLC, driven by a deep commitment to helping others achieve their financial dreams. The firm’s name reflects Bob’s unwavering dedication to providing clear, insightful investment advice that leads clients toward their goals.

As a fee-based Registered Investment Advisor, the firm serves individuals and businesses, offering unbiased financial guidance that is always rooted in what’s best for the client. Bob’s leadership is grounded in honesty, integrity, and a genuine care for the well-being of each person he serves.

Bob finds true joy in the relationships he builds with his clients. He listens to their stories, understands their aspirations, and takes pride in crafting personalized solutions that reflect their unique journeys.

Working alongside his son, Chris, adds a special dimension to his work, as they share a vision of building something meaningful together. Their mission is not just to grow wealth, but to foster peace of mind and a sense of security for every client.

Before founding Investment Insight Wealth Management, Bob gained 16 years of valuable experience at AXA Advisors. He is well-equipped with an associate’s degree in biomedical engineering technology from SUNY Farmingdale, a ChFC designation from the American College for Financial Planning, the National Social Security Advisor (NSSA) certification, and a Series 65 exam.

At home in Farmingdale, New York, Bob and his wife, Lisa, cherish the simple pleasures of life. Married for 34 years, they’ve raised two children, Erin and Chris, and continue to prioritize family, even as they balance busy professional lives.

Bob’s love for the outdoors keeps him grounded, whether he’s cycling, backpacking, playing golf, or tending to his bees. These activities offer him time for reflection and renewal, fueling his passion for helping others achieve a balanced, fulfilling life.