Robert Lanciault, CLU, ChFC
Director of Advanced Planning Strategy
Robert Lanciault obtained his insurance license in 1974 and entered the investment industry in 1986. Bob is Boston Wealth Management's Director of Estate Planning. In this capacity, Robert oversees client strategies regarding wealth transfer. In addition, Bob has a breadth of knowledge in deferred compensation and salary continuance plan design. Bob earned his Chartered Life Underwriter and his Chartered Financial Consultant designations over 20 years ago. Bob graduated from Miami University with a B.S. in Business.
Bob is married with 3 children.