Robert Velardi

Robert Velardi, an Osaic Institutions Financial Advisor and Vice President at Ion Bank has over two decades of experience in financial services. “Whatever your goals may be, I will work with you to develop a customized financial strategy designed to help you pursue what’s most important to you”. Robert received his degree in Economics from the University of Connecticut.  Robert has earned his CRPC®, and Chartered Retirement Planning Counselor designation from the College for Financial Planning. Robert is actively involved with the YMCA in his hometown of Branford, coaching youth sports.