Robert Dodaro, Investment Adviser Representative
Robert Dodaro (https://myprismwealth.com (opens in new tab)) is the founder of Prism Wealth Management. He has passed the Series 65 securities exam and holds life and health insurance licenses. Dodaro, who graduated magna cum laude from the University of St. Thomas, is a National Social Security Advisor Certificate Holder and an Investment Adviser Representative registered with AE Wealth Management, an SEC-Registered Investment Adviser. He is the host of Financial Focus on WAKR 93.5 FM.
Phone: 330.804.0123 | Website: https://myprismwealth.com (opens in new tab)
Latest articles by Robert Dodaro, Investment Adviser Representative
Be Honest with Yourself About What You Want Out of Retirement
retirement This is something you need to know before you make your retirement plan. Answering these three questions will help you get down to the basics of what is most important to you about your retirement years.
How Much of Your Estate Will Be Lost to Taxes?
tax planning If you’re worried that a sizable chunk of your legacy may go to Uncle Sam, there are steps you can take to reduce the effects of the SECURE Act and the possibility that other changes could be on the way.
By Robert Dodaro, Investment Adviser Representative • Published