Robert Basile is a financial advisor at Basile Financial Group, Inc. with 20 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. In addition to his advisory role, Basile operates Basile CPA Firm, Inc., where he prepares individual tax returns and performs accounting tasks for individuals and small businesses. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities, offering discretionary asset management, financial planning, and public educational seminars. The firm typically employs a buy-and-hold, passive investment approach using mutual funds and ETFs, with tailored portfolio management under discretionary authority.

Robert Basile is a CFP® with 39 years of experience in financial advising. He is the principal of Basile Financial Group, Inc. in Palm Harbor, FL, and also serves as president of Basile CPA Firm, Inc., where he provides accounting and tax preparation services. His background includes over two decades of involvement in both financial planning and accounting businesses. Basile Financial Group serves individuals, high-net-worth clients, trusts, and business entities by providing discretionary asset management, financial planning, and public educational seminars. The firm employs a buy-and-hold, passive investment approach tailored to clients’ objectives, and offers integrated accounting and tax-preparation services through affiliated practices.