Wealth Management Advisor
ONE CITIZENS PLAZA Suite 1000PROVIDENCE, RI 02903
Directions to BranchPhone: (800) 769-3053Email:
PROFESSIONAL STAFF
Professional Profile
The Dziuba group’s mission is to be recognized as the premier financial consulting and advisory team, delivering investment management and financial planning services with the highest level of quality and integrity for both individual and corporate relationships. Our clients come to the Dziuba group because they want to work with a group that focuses on long-term client success by beginning with the end in mind, a process we call the “Dziuba Group difference.” We think beginning with the end result in mind leads to a better, more secure life for our clients. We dedicate ourselves to building and managing our clients’ prosperity and well being, while also addressing their increasingly complex financial lives. We always act honestly and with integrity; in the best interest of our clients, who in turn are eager to recommend us to people they care about. We are strategists, helping clients manage the short and long-term decisions that will determine the wealth they and their families accumulate. We do this by walking in our clients’ shoes to fully understand their needs and their tolerance for risk. Our experienced team develops wealth management strategies designed to give clients the best opportunity of achieving their financial and personal goals. In essence we act as our clients’ Chief Financial Officer. We deliver the Dziuba Group difference by delivering world class investment management and full financial planning services, while adhering to the following principles:* Understand each client’s unique needs and circumstances * Always act with Integrity and Trust * Demonstrate Authentic Caring and Responsiveness * Continually educate ourselves on behalf of our clients* Innovate and incorporate refined planning strategies in order to successfully manage client results
Robin Dziuba is a CFP®, a Certified Investment Management Analyst® and a Chartered Retirement Planning Counselor.SM Robin provides relationship focused service, consisting of regularly scheduled discussions centered around her client’s progress as well as a variety of topics that affect their lives. Robin has been quoted in Time magazine in an article on Retirement Planning as well as an article for the Boston Globe. She has taught classes to Merrill Lynch Financial Advisors for eight years and is frequently a guest speaker on various financially related topics. Robin is on the Program Committee for the Life Planning Network, Advisory Board for the Center for Women and Enterprise, Advisory Board for Leading Women of SENE and is the Vice President of the Executive Women’s Golf Association, RI Chapter. Robin and her husband, who is a retired Firefighter, live in southeastern Massachusetts and are very active in their church.Kirk Anderson CFP®,CRPC® is an Investment Associate for the Dziuba Group. Kirk focuses on key concepts essential to developing a customized financial strategy. Kirk is an active member of the South Shore Hospital’s Planned Giving Committee, and is the Membership Chairman of the hospital’s Friends of HOPE volunteer organization. In addition Kirk is a member of the Hingham/Hull Rotary organization. Kirk previously worked for Fidelity Investments for 21 years prior to joining Merrill Lynch and received his B.S. in Economics from The Pennsylvania State University in 1983. Kirk lives with his family in Hingham, MA.Karen Parascandolo, the Administrative expert for the team, began her career in the financial services industry in 1990. She is a Certified Financial Manager CFM with an exceptional ability to assist clients with their service and investment needs. Karen enjoys living in Rhode Island with her husband and daughter. Kevin Cassidy is supporting the team by reviewing the analytics of the business and ensuring the team is working efficiently in support of our clients' goals. He is a recent graduate of Providence College with a B.S. in Management and Finance. Kevin is currently pursuing his M.B.A. from Providence College in Finance and Accounting. He is an active sailor participating in regattas throughout New England.