MJB Wealth Management Group
610 Old Lancaster Road
Bryn Mawr, PA 19010
Focus
- Asset allocation
- Retirement income strategies
- Risk management
- Insurance solutions
- Tax planning
Experience
- B. Riley Wealth Management, since 2020
- 22 years in industry
- CERTIFIED FINANCIAL PLANNER™
Education
- West Chester University of Pennsylvania
- MBA, Widener University with a concentration in taxation
Biography
Bob Cellucci's objective since entering the financial services industry in 2000 has been to provide each client with an exceptional level of service and expertise. As a CERTIFIED FINANCIAL PLANNER™, Bob uses his wealth management background and prowess to formulate holistic and individualized plans for each client. He has leveraged relationships within the B. Riley infrastructure to take advantage of advanced strategies in areas like social security, long term care, and tax planning. Bob also holds a Master of Business Administration degree with a concentration in taxation, and has been published in the Journal of Financial Service Professionals.