Robert Alonso

Rob, a dedicated financial advisor since 2021, transitioned from JPMorgan Chase Bank to focus on empowering families to achieve financial stability. His journey began with managing his family's finances, igniting a passion for building relationships and guiding others toward financial success. 

Rob specializes in crafting personalized investment plans tailored to each client's long-term financial goals. With a commitment to sharing his expertise, he aims to help clients achieve financial clarity, just as he has for his own family. Rob’s determination, focus, and friendly demeanor make him an ideal financial advisor for Third Eye Associates. He is also an avid golfer, enjoys staying active by participating in recreational team sports, and spending time with his wife and two children in New York’s Hudson Valley. 

Rob is an Investment Adviser Representative of Third Eye Associates, Ltd., a Registered Investment Adviser. He has a bachelor’s degree from Dominican College where he studied Business Administration Management and Diverse Communications. Rob holds a certification in Business Analytics from the University of Pennsylvania and a certificate in Fundamentals of Financial Accounting from University of Virginia, Darden School of Business. He holds a Series 65 Securities license and a Life Insurance license.
 
Rob’s Vision Statement: Committed to inspire joy and connection by enriching lives through genuine interactions and dedicated to creating meaningful experiences with family and friends.