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Robert A. Moro, ChFC®, AEP® CLU®

Pinnacle Strategies, Inc.
732 Smithtown Bypass
Suite 101
Smithtown, NY 11787

Phone: 631-331-0505
Fax: 631-331-4263
Additional Information:

Additional Information:

Robert Andrew Moro, ChFC®, CLU®, AEP®, the President and Founder of Pinnacle Strategies, Inc. and a native of Long Island and currently resides in Fort Myers, FL. Robert has more than 36 years of experience in the insurance, estate planning, asset protection, retirement planning and wealth management business. Robert is an Investment Adviser Representative with Eagle Strategies LLC, a Registered Investment Adviser. He has earned numerous industry and company achievements, including Life Member of the Million Dollar Round Table. Additionally, he is a member of the Society of Financial Professionals, the Financial Planning Association, and the National Association of Insurance and Financial Advisors. Robert is involved in many civic activities, serving as Past President of the Estate Planning Council of Nassau County, and also serving as a past Treasurer and Board Member for The FDNY Firefighter John F. McNamara Foundation as well as a former Chairman of the Long Island Chapter Golf Outing Committee for the American Heart Association. Robert holds a designation as a Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from the American College in Bryn Mawr, Pennsylvania, and holds an AEP® designation. An AEP has taken additional coursework and has more significant experience in the estate planning area.

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