Robert Barker, Registered Associate at Synergy Advisory Management Group, LLC, is an independent financial consultant, retirement planning specialist, licensed mortgage broker, and holds the Series 7, 63 and 65 licenses as well as various insurance licenses. As an independent financial consultant, Robert is a fiduciary to his clients. Having earned a BA in 1994 from Emory University in Atlanta, Georgia, he has over 20 years experience in the financial services industry.
An integral part of Synergy's financial planning department, Robert conducts comprehensive portfolio analytics, researches investment options, and prepares comprehensive cash flow analysis reports. Robert proactively communicates with clients regarding their needs so he can advise and facilitate the execution of appropriate transactions.
Robert lectures widely at local colleges and universities on financial topics including insurance, social security and retirement planning.
Robert lives in Harrington Park, New Jersey with his wife and two children, and is a volunteer fireman.