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Robert M. Florian, CFP®, CLU®, CPA

Robert M. Florian, CFP®, CLU®, CPA


Bob Florian is principal of Florian Financial Group LLC, an independent financial planning and investment management company located in Western New York. He specializes in connecting investment strategies with retirement income planning for his clients. In addition, Bob has extensive experience helping clients address their insurance needs.  Bob is a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards, licensed Certified Public Accountant (CPA) and Chartered Life Underwriter (CLU).

Prior to beginning his career in 1990 as a financial advisor, Bob worked in the accounting department for Westwood Pharmaceuticals and was then promoted to internal auditor for its parent company, Bristol-Myers Squibb.

He earned his B.S. in Accounting from the School of Management of the University at Buffalo.

Bob was involved for 15 years with The Western New York United Against Drug and Alcohol Abuse Foundation, Inc., an organization devoted to raising funds to support local efforts designed to increase awareness, educate and mobilize individuals to actively undertake proven strategies to prevent substance abuse. In addition to serving on the finance committee for many years, he served two two-year terms as president.

He has also been involved for over 10 years with the Lou Gehrig Youth Baseball and Softball League in Amherst, serving as coach and, for four seasons, as chair.