The Skloff Team Bob Skloff, AIFFinancial Advisor | Director of InvestmentsBob has been with Commonwealth Financial Group since 1983, when he joined after graduating from the University of Massachusetts with a bachelor’s degree in economics. Bob has also received the CLTC and AIF designations, and holds his FINRA Series 7, 24, and 65 registrations. Bob manages a private wealth practice of 300 households, and an institutional retirement plan business of over 25 businesses and 9,000 participants.Bob has also served as Director of Investments for Commonwealth Financial Group since 1990 and provides investment training and education to all new registered representatives at CFG. Bob currently resides in Boston, MA with his wife and works every day with his two sons. He and his wife Rhonda raised their family and lived in Sudbury, MA for 25 years. He is currently on the Board of Directors for B’nai B’rith Housing in Sudbury, MA. In his free time, Bob is an avid Skier and Golfer.Benjamin Taylor, AIFFinancial ConsultantBen joined Commonwealth Financial Group in 2002 and formalized his partnership with Bob shortly thereafter. He works primarily with families, professionals, and closely held businesses providing integrated financial planning solutions. Having grown up in a 3rd generation family- owned business, Ben is uniquely aware of both the challenges and opportunities many of his clients face. He prides himself in providing sensible, straightforward strategies that accomplish his client’s objectives.Ben is a graduate of Bentley University (BS Finance, with a concentration in Business Law) He received the Accredited Investment Fiduciary (AIF) designation, and holds his FINRA series 6,7, 63 and 65 licenses. Ben lives in Medfield, MA with his wife Michelle and their 2 sons, Luke & Owen.Brett Skloff, CFP, AWMAFinancial PlannerBrett joined Commonwealth Financial Group in 2019, after working at UBS financial services in New York city. Brett graduated from Indiana university in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP and AWMA designations and holds his FINRA series 7 and 66 licenses. Brett has spent the last few years in New York working solely on financial plans with UBS Financial Services. In addition to supporting the financial planning, retirement planning, and wealth management needs of clients, Brett has worked hard to develop his knowledge professionally and earned the CFP® and AWMA® designations. In joining our practice, Brett will allow us to broaden and deepen the financial planning experience we offer to our clients.Justin SkloffClient Service AssociateJustin joined Commonwealth Financial Group in 2017 to oversee client operations. Justin is the first point of contact for all clients, including issues such as disbursements, new client onboarding, or administrative questions.