Robert Picha
Owner and Founding Partner at BSG Advisers | Apex, North Carolina, United States
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Robert Picha, as the Owner and Founding Partner of Business-owner Strategies Group (BSG Advisers) in Apex, NC, is at the forefront of fiduciary investment management and comprehensive financial planning. With a deep commitment to serving both individuals and small business owners throughout North Carolina, Robert leverages his extensive expertise in investments, insurance, and strategic financial insight to empower his clients. Under his leadership, BSG Advisers has developed a robust suite of services that includes tailored investment and wealth management solutions, comprehensive insurance offerings—such as life, disability, and long-term care insurance—and insightful planning services that address critical questions surrounding retirement, business continuity, and risk management.
Robert's proficiency in financial analysis and fixed income strategies allows him to craft customized investment portfolios that align with his clients' unique goals and risk tolerances. His knowledge of fixed annuities and 401k rollovers further enhances the financial security of his clients, ensuring they are well-prepared for their future. Additionally, Robert's focus on income protection through disability insurance and long-term care planning reflects his holistic approach to financial well-being.
Key projects at BSG Advisers often involve collaborating with small business owners to develop succession plans and retirement strategies that safeguard their legacies. Robert's dedication to fiduciary principles ensures that every recommendation is made with the client's best interests at heart, fostering trust and long-term relationships. As a thought leader in the industry, he continuously seeks to expand his knowledge and share insights, positioning BSG Advisers as a premier resource for financial guidance in North Carolina.
Owner and Founding Partner at BSG Advisers in August 2018 to Present
Investment Specialist & Partner of the Business Owners Strategies Group at MassMutual North Carolina in January 2014 to August 2018
Financial Consultant at AXA Advisors, LLC in July 2010 to January 2014
Secondary Mathematics Teacher/Law Teacher at Intermediate School 93 in January 2000 to February 2011
Registered Representative/Supervisor Shareholder Services at Warburg Pincus Funds in February 1997 to January 2000
Encoder at JPMorgan Chase in January 1994 to August 1996
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Retirement Planning
Securities
Investments
Strategic Financial Planning
Fixed Annuities
Financial Planning
Annuities
Financial Analysis
Mutual Funds
Estate Planning
Insurance
Fixed Income
Risk Management
Term Life Insurance
Universal Life
Whole Life
Series 7
Series 66
Long Term Care
Medicare Supplements
Alternative Investments
Income Protection
Holistic Financial Planning
Life Insurance
Disability Insurance
401k Rollovers
Qualified Retirement Plans
Long-term Care
Trading
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Discover more about BSG AdvisersWhat is Robert Picha email address?
Email Robert Picha at [email protected] and [email protected]. This email is the most updated Robert Picha email found in 2026.
What is Robert Picha phone number?
Robert Picha phone number is +13145624498 and +19095788147.
How to contact Robert Picha?
To contact Robert Picha send an email to [email protected] or [email protected]. If you want to call Robert Picha try calling on +13145624498 and +19095788147. (updated on October 29, 2024)
What is Robert Picha net worth?
Robert Picha has an estimated net worth of $750,000 to $999,999
What company does Robert Picha work for?
Robert Picha works for BSG Advisers
What is Robert Picha's role at BSG Advisers?
Robert Picha is Owner and Founding Partner
What industry does Robert Picha work in?
Robert Picha works in the Financial Services industry.
Robert Picha Email Addresses
Robert Picha Phone Numbers
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