J. Robert Bleier, CPFA^®

“Former Professional Quarterback, Now Quarterback for Professionals”

The creation of The Platinum Wealth Group has been 35 years in the making.  We believe that delivering an organization with like-minded advisors, all with a common and unique client centric focus will set us apart in our ever-evolving financial services industry.  The ability to execute and elevate our clients overall experience, along with our “best interest” mission to those who we serve, allows for a truly Platinum relationship.  I have been in the financial services industry for over 35 years, taking tremendous pride in education and guiding clients on the importance of both present and future financial commitments.  My understanding of tax consequences in overall Financial and Estate planning is critical in decision making and plan execution.  An education and BA in the field of Economics, along with my Wharton School studies, has given me an understanding and knowledge of both economics and legislative policies, something that translates well into client guidance and investment advice.  Being a former professional athlete with the NFL New England Patriots and a current NFL Alumni member, my team and I are committed, dedicated, focused, and disciplined to making a meaningful financial difference in my client’s lives.  Educating is the foundation of my practice, as I strive towards building relationships through loyalty, honesty, and a dedication to financial awareness. In my free time I enjoy golf, travel and the great outdoors, spending time at my family Camp in New York’s southern tier. I have been married for 32 years to my amazing wife Diane, and I am most proud of my children, my 4 sons, Cash, Luke, Clay and Jack.

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, FL, IL, LA, MA, ME, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA