Professional Profile

He brings over 20 years of experience in the financial services industry as a Financial Planner, Tax Practitioner, and Employee Benefit Consultant 

Financial Planning

As the lead Financial Planning Consultant within our Financial Planning practice, Bob's responsibiity is to coordinate the activities of our highly trained associates.  Each member of our team is experienced in the various disciplines associated with effective financial planning. 

Bob holds the Certified Financial Planner (CFP) designation as well as the CHC designation associated with group employee benefit consultants.  In addition, Bob has had advanced training in Retirement Planning, Investment Designs, and Taxation issues for individuals and small companies.Bob Garofallou heads up BTG Tax and Financial Services, Inc. as well as Benefit Technology Group, Inc.

Employee Benefits

In his tenure as a Senior Representative at major national carriers, Bob developed the expertise and knowledge base necessary to effectively manage today's most demanding large group client.

Past and current clients include banks, hospitals, airlines, unions, welfare funds, not for profit organizations, and large multi-national employers.

His strengths lie in the areas of creative planning solutions and design, data analysis, employee communication, and administration.  Additionally,  Bob is responsible for the development of our Advanced Customer Service Profile program which is used extensively in our Employee Group Outsourcing practice.

These strengths coupled with a thorough knowledge of alternate funding arrangements have made Bob a valuable member of our Employee Benefit Consultation and Brokerage team.