Rob Setzer

Rob Setzer

Rob Setzer

Relationship Manager, NY/PA

Rob began his career in the insurance and financial services industry in 2005.  Using a consultative approach throughout his career, he has established strong relationships with clients through providing customized solutions for their insurance and financial planning needs.  His client-centric focus has resulted in being recognized for excellence on several occasions.  As an insurance agent with Liberty Mutual, he earned the Pacesetter Award for superior production in auto, home, and life insurance.  While an insurance licensed Senior Financial Services Representative with TD Bank, Rob received admission into the President’s Club for yearly annuity production, recognition as a Quarterly WOW! Star, and numerous sales performance awards.  In addition, Rob brings experience as a 401(k) wholesaler with ADP Retirement Services and a financial advisor with Merrill Lynch prior to RetireOne. 

A lifelong resident of Flemington, NJ, Rob enjoys an active lifestyle.  He is a graduate of Rutgers University in New Brunswick, NJ where he earned a Varsity Letter in Men’s Basketball while obtaining a BS in Exercise Science and Sport Studies: Sports Management.  Prior to transferring to Rutgers, Rob attended Moravian College in Bethlehem, PA where he was a member of the baseball team.  He continues to participate in local men’s basketball leagues and softball leagues.  Freshwater fishing for bass and trout in NJ’s rivers, ponds, and reservoirs is his latest passion.  He also enjoys getting involved with community activities and organizations.

Rob is Series 7, Series 6, Series 66, and Series 63 licensed.  He holds life, health, property, and casualty state insurance licenses.  NJ Insurance License #1060980.

Check the background of Rob on FINRA’s BrokerCheck