Rob Decaro

Background

About Rob Decaro

As a Wealth Management Advisor and managing partner with the Gunter Hamilton DeCaro Wealth Management Group in Gilbert, Arizona, I serve clients throughout the greater Phoenix area and across the nation. My team and I work with multi-generational families, medical and legal professionals, business owners, contractors, tech professionals, retirees and pre-retirees in every aspect of their financial lives. Ways we serve our clients include- Multi-generational families: Family wealth management, trust and estate services through Bank of America Private Bank, education funding strategies, wealth transfer and charitable giving, tax deferral and IRA asset preservation - Medical and Legal Professionals: Asset preservation, retirement plan adoption and implementation - Business Owner Services: Acquisition, growth and succession planning, custom lending, risk management and insurance strategies - Contractors: Risk Management, equipment financing and leasing, 401K education and adoption, insurance planning and strategies - Tech Professionals: Assisting with corporate retirement benefits packages and employee stock options - Retirees/Pre-Retirees: Retirement outlook and planning, cash-flow strategies, long term care and insurance planning, guidance with maximizing social security benefits and with Medicare, simplification of the financially complex - Investment Management: risk-based, tailored, tax efficient portfolio structure and optimization using a variety of investment vehicles With an emphasis on wealth management, my team and I feel that we are able to deliver for clients in ways many other advisors cannot. That is why I made the commitment to the board's rigorous standards of education, examination, experience, and ethics, and became a CERTIFIED FINANCIAL PLANNER™ professional. Outside of the office, I love spending time with my wife, Charina, and our two children, Vinni and Alissa, travelling and attending their club soccer games and tournaments.