Robert J. Sullivan, ChFC
Chief Investment Officer & Founder at Investment Insight Wealth Management
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Serving Clients Nationwide
Chief Investment Officer & Founder at Investment Insight Wealth Management
Areas of Focus
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Robert J. Sullivan, ChFC
Robert J. Sullivan, ChFC®, NSSA®, is the Founder, Managing Member, and Chief Investment Officer of Investment Insight Wealth Management, a fee-based registered investment advisory firm serving individuals and families primarily on Long Island. With more than 30 years of experience in the financial services industry, Robert works with pre-retirees, retirees, business owners, and healthcare professionals to help them navigate complex financial decisions with clarity and confidence.Robert founded the firm in 2004 with a commitment to providing thoughtful, personalized financial guidance rooted in honesty and integrity. His work focuses on retirement planning, retirement income strategies, tax-efficient investing, and comprehensive wealth management, helping clients build coordinated strategies designed to support long-term financial independence.
Before launching Investment Insight Wealth Management, Robert spent 16 years with AXA Advisors. He holds an associate’s degree in biomedical engineering technology from SUNY Farmingdale and earned the Chartered Financial Consultant® designation through The American College of Financial Services. He also holds the National Social Security Advisor (NSSA) certification and the Series 65 license. Robert lives in Farmingdale, New York, with his wife, Lisa. Married for more than three decades, they enjoy spending time with their two children (Erin and Chris) and family. Outside the office, he enjoys cycling, backpacking, golfing, and tending to his beehives. To learn more about Robert, please visit myinvestmentinsight.com.
Professional Designations
- Chartered Financial Consultant (ChFC)
- National Social Security Advisor (NSSA)
Primary Location
36 West Drive, Massapequa, NY 11758
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
- Percentage of Income
What to expect in the first meeting
Ready to explore your financial future? Please click 'Book Intro Call' to set up a brief introductory session. During our time, we’ll dive into your specific circumstances to see how my expertise can support your vision. This is a foundational step toward gaining clarity and confidence in your financial plan. I’m excited to hear your story and see how I can help.Offers Investment Management
Yes
About Investment Insight Wealth Management, LLC
Since 2004, Investment Insight Wealth Management, LLC has served as a Registered Investment Advisor (RIA) dedicated to businesses, retirement plans, and individuals & families. Based in Massapequa, New York, our team brings over 25 years of investment experience to the Long Island community.A Transparent, Fee-Based Approach
We prioritize a relationship-driven model operating as a fee-based firm. This independence allows us to provide investment guidance focused on your specific goals, free from the internal sales pressures or proprietary product requirements of traditional financial institutions.
A Fiduciary Commitment
Our firm is built on a fiduciary responsibility to our clients. We are legally and ethically committed to the Fiduciary Duty of care and loyalty, placing your interests first in every recommendation we make.
Unbiased Investment Selection: We select investments based purely on their merit for your portfolio, rather than a sales quota or a limited company list.
Cost-Conscious Investing: We believe that minimizing transaction costs is a fundamental component of a disciplined portfolio strategy.
Objective Guidance: We work for you, providing advice free from the structural conflicts that often exist when an advisor is an employee of a large financial institution.
Comprehensive Financial Services
Our work extends beyond the portfolio. We support our clients through various life stages and financial complexities:
Personalized Investment Portfolio Management
Retirement Planning & Income Strategies
Estate & Multi-Generational Wealth Planning
Tax Mitigation Strategies
Educational Funding
At Investment Insight, we work for you. We invite you to experience the clarity and integrity of truly independent financial guidance.
Education
SUNY, Farmingdale, Associate’s Degree in Bio-Medical Engineering Technology
Hobbies and Interests
- Cycling
- Family
- Golf
- Hiking
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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