A strategy built around what matters to you.

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.