Cucchiaro Wealth Management

Specialties

Financial Planning, Investments, Retirement, Wealth Management

Meet the Business Owner

Robert C.

Business Owner

Robert A. Cucchiaro is the Principal of Cucchiaro Wealth Management, a financial planning group that focuses on providing affluent families with written financial plans.

As a Financial Planner, Rob’s primary objective is to thoroughly understand his clients’ goals and act as their guide while navigating them through the myriad financial decisions that they make on a daily basis. This includes proactive planning in areas such as investments, retirement, tax reduction strategies, college education funding, estate planning strategies and business succession.

«Our unique approach allows us provide very high quality financial planning and investment management services to a select group of individuals and families throughout the Bay Area. Our clients are committed to taking a long term approach to investing and believe in the value of customized guidance and advice.» — Robert Cucchiaro

Though Rob’s approach is comprehensive by nature, his unique specialty is designing simple retirement