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Robert C

CFP®, Series 65, Series 63

Red Bank, NJ

Maridea Wealth Management

Robert Confessore is a CFP® professional with over 41 years of experience in the financial services industry. He is currently an Investment Advisor Representative with Maridea Wealth Management and has held senior roles at Millington Securities, Hartshorne Group, and WBI Investments. Outside of his advisory work, he is a licensed insurance agent and has served as owner and president of Hartshorne Group, LLC. Maridea Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach centered on diversified, low-cost mutual funds and ETFs, supplemented by individual securities and independent sub-advisers, managing portfolios on a discretionary basis with ongoing monitoring and tailored planning.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Founder/Business Owner Executive
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