Check the background of this financial professional on FINRA's BrokerCheck.

Executive Team

 photo RE Headshot_zpsma8besdj.jpg Robert A. Egan - Partner:

Robert, is Co-Founder & Partner of EP Wealth Management, LLC and specializes in wealth management, estate preservation strategies and risk management. 

In August of 2011, Robert A. Egan merged his practice into the Tobia & Hillyer Financial Services team, where he acted as a Managing Partner.  Prior to coming aboard Tobia & Hillyer he ran his own financial advisory practice through New England Securities where he also served as para-planner for all of New England Financial of North Jersey.

Before that, Robert worked at Franklin Hamilton, LLC as an analyst in mergers and acquisitions on middle-market transactions. He assisted in negotiations, pricing structuring transactions and preparing business and acquisition proposals.

A graduate of the W. Paul Stillman School of Business at Seton Hall University, Egan holds a bachelor's degree in finance and marketing.

He frequently conducts lectures and seminars on investments, business planning and estate planning.  In his spare time he enjoys snowboarding, golf and travel.  He is an active member in the Bergen Catholic High School community, where he acts as a Class Chair.  Robert also supports Friends of Firefighters, The Ganley Foundation and the NYSPCC.


 photo MP Headshot_zpsdspz9nhj.jpg Michael J. Petracca, CFP® - Partner:

Michael Petracca, Co-Founder & Partner of EP Wealth Management, LLC, began his career with Tobia & Hillyer Financial Services in 2007.

He is a Certified Financial Planner® Professional and earned a Bachelor of Science in business administration with a concentration in Finance at William Paterson University.

As a financial planner Michael assists his clients in protecting themselves and their investments from the many perils that can come up throughout life.

At the same time he guides his clients with strategies designed to help grow their nest eggs, enabling them to live a healthy and fruitful retirement. Michael's main areas of concentration are retirement planning, college planning and insurance planning, as well as overall financial planning.

Tell A Friend Tell A Friend
Connect with us on: Go to LinkedIn  
 
 
 
This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest that you consult with your financial or tax advisor with regard to your individual situation.  This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.

Securities offered through First Allied Securities, Inc. • Member: FINRA/SIPC
Advisory services offered through First Allied Advisory Services, Inc. a registered investment adviser. 

Tobia & Hillyer Tax and Business Services, LLC is not affiliated with First Allied Securities or First Allied Advisory Services.
 


Check the background of this financial professional on FINRA's BrokerCheck.