RP
CFP
RP
CFP

Robert Pajak

19 Years of Experience
West Newton, MA
Sells Insurance

Robert Pajak is a CFP-designated registered investment advisor at First Affirmative Financial Network LLC, based in West Newton, MA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 2,327 clients with $910M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
IM Fee
Planning only
Assets Under Management
$905.2M

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

West Newton, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert is a licensed independent insurance agent, authorized to sell insurance products through various companies.

Employment History
Current Registrations
First Affirmative Financial Network LLC
July 2007 - Present · 19 yrs 3 mos
Previous Registrations
Winslow, Evans & Crocker, INC.
March 2005 - November 2005 · 8 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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