Bob Lagonegro, is a graduate of the University of Washington where he received his B.A. in Business with a concentration in Finance. Bob successfully completed the College for Financial Planning Program in 2010 and received his CFP® Designation.
Prior to joining Haberling Financial Group, Bob worked for a multibillion-dollar insurer for fourteen years, as an Operations Supervisor. For the past nine years Bob has worked as a wealth management consultant to his clients. He believes a strong portfolio demands a team of financial advisors applying their respective talents in order to maximize success. By assisting his clients in meeting their financial goals and objectives, his clients are free to pursue the most meaningful areas of their lives.
“The financial industry has lots of noise and I enjoy helping my clients find the correct solution based upon their specific goals. As a firm we believe it is a privilege to work with our clients, and value the long-term relationships we have in place with them. We follow-through in our conviction to always do what we believe is in the best interest of our clients.” -Bob Lagonegro, CFP®