Rob Spadaford, AIF® is a Financial Advisor at Cantor Fitzgerald Wealth Partners. Mr. Spadaford draws on over 10 years of knowledgeable experience in wealth management as he develops, orchestrates, and monitors customized investment plans for individuals and families, paying close and personalized attention to his client's financial security. He specializes in retirement cash flow strategies, efficient investment management, and intergenerational wealth transfer planning.
Prior to joining CFWP, Mr. Spadaford served as a Retirement Benefits Specialist and Advisor with AXA Advisors, LLC and as a Financial Consultant at Park Avenue Securities, LLC, in the Wealth Management Division.
Mr. Spadaford holds a B.A. from the Whitman School of Business Management at Syracuse University. In addition to holding the FINRA Series 66 and 7 registrations, he has also obtained the Life, Health, and Long Term Care insurance licenses. Having the Accredited Investment Fiduciary® Designation, (AIF®), Rob is committed to putting his clients’ best interest first and he is held to a standard of excellence to which other advisors may not adhere. Mr. Spadaford provides detailed instruction on how to comply with the fiduciary standards of care and can introduce clients to the 22 Prudent Investment Practices developed by the Foundation for Fiduciary Studies. A fiduciary can be confident that he or she is meeting his or her obligations by holding to these practices.
Rob's team members include Caren Habermehl and Dorie McCarthy. Rob and his wife, Lara, reside in Bucks County, PA with their son, Brison.
Address: 708 Floral Vale Boulevard, Yardley, PA 19067