Skloff Team
Bob Skloff | Financial Advisor, Director of Investments
Contact Information
Mobile. 617.207.6389 Office. 617.526.9319
rskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Bob 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
Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
CFP, AWMA
Brett 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.
Benjamin Taylor | Financial Consultant
Contact Information
Mobile. 781.219.0574 Office. 617.526.9360
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
AIF
Ben 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.
Michael Weiner | Investment Advisor Representative
Contact Information
Mobile (call only). 617.312.5115
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
Mike is a professional financial advisor with the Commonwealth Financial Group. His practice is devoted to families who have children with special needs. He is an investment advisor representative and licensed insurance agent. He assists these families by creating comprehensive financial plans designed to support the needs of the entire family. He is married to Susan for more than forty years and they currently reside in Medfield and Osterville, MA. Their eldest son, Ben, resides in Washington, DC, and enjoys a successful career and a well-rounded life. Their youngest, Zachary, is 33 years old. He is a young man with developmental delays. Despite the challenges that Zack must face each day, he lives on his own in Brookline with his wife Molly and works every weekday at his job in downtown Boston. Mike previously has served as the treasurer for the Federation for Children with Special Needs after serving for over a decade.
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