Bob LoPorto, NSSA® Advisor · Quincy, MA
Bob LoPorto
Director of Financial Planning & Ops, Boston Wealth Advisory Group
Professional Profile
As Director of Financial Planning, Bob brings more than two decades of experience in financial advising and wealth management. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and holds the National Social Security Advisor (NSSA®) designation. He is also licensed with FINRA Series 7, Series 66, and Series 24 registrations, as well as life insurance. Throughout his career, Bob has helped individuals and families navigate complex financial decisions and develop thoughtful strategies designed to support their long-term goals. His extensive experience as a financial advisor provides a strong foundation for his role in leading financial planning efforts and delivering comprehensive, client-focused solutions. Outside of work, Bob lives in Dedham with his wife Lindsay and has two kids, Alex and Ava. He enjoys spending time with his family and being active in the community.
Bob LoPorto has earned the National Social Security Advisor program, demonstrating advanced expertise in Social Security claiming strategies.
Disclosure
Boston Wealth Advisory Group offers wealth management services through various unaffiliated companies including advisory services offered by Diversify Advisory Services (“Diversify”) an SEC registered investment adviser. Boston Wealth Advisory Group offers additional investment services and securities through DFPG Investments, LLC., a broker/dealer, member FINRA/SIPC, and an affiliate of Diversify.
Contact Bob
How an ARPI-Certified Advisor Can Help You
ARPI-certified advisors bring specialized knowledge and the tools to deliver confident, accurate guidance on the decisions that matter most.
