Robert Barnett CPA
Bob joined the firm in 1985. He uses his deep experience in accounting and finance to serve our clients in all areas of financial planning. He meets with clients to assess their financial situation along with their personal goals and needs. Bob then develops a tax or financial plan to meet these objectives. He also manages client assets, including monitoring and reviewing investment performance.
Bob holds a bachelor's degree in business administration with a major in accounting from Drexel University in Philadelphia, Pennsylvania. He has been a member of the Pennsylvania and American Institutes of Certified Public Accountants since 1985. As a financial services professional, he is an investment Advisor Representative for IC Advisory Services, Inc.
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