About Us
Solid Rock Financial
At Solid Rock Financial, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:
Retirement Income Planning
Social Security
Maximization Planning
Maximization Planning
Investment & Risk
Management Strategies
Management Strategies
Estate Planning & Legacy Planning
As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Solid Rock Financial, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.
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Robert J. Ricci
IT’S YOUR FINANCIAL STORY.
WE’RE HERE TO HELP YOU WRITE
THE FINISH YOU DESIRE AND DESERVE.
WE’RE HERE TO HELP YOU WRITE
THE FINISH YOU DESIRE AND DESERVE.
Bob has spent more than a quarter-century helping people achieve their Retirement Dreams and Wealth Accumulation Goals. He is fully cognizant that each person’s retirement journey is unique and should be custom tailored to their journey and family story. Bob's passion lies in Helping People Build the Retirement they Desire and Deserve.
Bob grew up in Philadelphia active in sports as well as being a paperboy for The Evening Bulletin, learning life and the importance of planning lessons. He graduated from Cardinal Dougherty HS where he was co-captain of the basketball team.
Bob attended Drexel University. He holds Bachelor's (BS) and Master's (MBA) degrees from Drexel’s highly ranked LeBow School of Business. He holds a Certificate from Victory Bible College as well.
Bob was an instructor at Drexel on Finances while earning his MBA. Upon graduation from Drexel MBA, he obtained a position with Ernst and Young (EY), one of the Big 4 International CPA Forms, as a CPA in their Tax and Audit Departments.
Subsequent to EY, Bob was a manager with CIGNA Financial Services for Individuals and Businesses where he was recognized in TIME before founding Solid Rock Financial. Bob draws upon his financial education plus two decades of professional money management and planning experience to listen, then create customized plans for his valued clients. Unlike many financial counselors, Bob's analyses and recommendations pull together all aspects of your financial situation, covering everything from taxes, investment, and fringe benefit planning to business continuity and estate conservation.
What makes Bob's service even more valuable is that he can put those recommendations into action. He works with your accountant, attorney, and other advisors to help you get the retirement results you want-“The Retirement You Desire and Deserve”.
Bob lives in Marlton, NJ with his lovely wife Maria, their two wonderful sons, and their family dog Ricky. Bob has coached Soccer and Basketball there and all are very active in the community and schools. They are a sports and nature-loving family. While his wife Maria, is a Seattle Seahawks fan, he and his sons are huge Philadelphia Eagles.
Bob grew up in Philadelphia active in sports as well as being a paperboy for The Evening Bulletin, learning life and the importance of planning lessons. He graduated from Cardinal Dougherty HS where he was co-captain of the basketball team.
Bob attended Drexel University. He holds Bachelor's (BS) and Master's (MBA) degrees from Drexel’s highly ranked LeBow School of Business. He holds a Certificate from Victory Bible College as well.
Bob was an instructor at Drexel on Finances while earning his MBA. Upon graduation from Drexel MBA, he obtained a position with Ernst and Young (EY), one of the Big 4 International CPA Forms, as a CPA in their Tax and Audit Departments.
Subsequent to EY, Bob was a manager with CIGNA Financial Services for Individuals and Businesses where he was recognized in TIME before founding Solid Rock Financial. Bob draws upon his financial education plus two decades of professional money management and planning experience to listen, then create customized plans for his valued clients. Unlike many financial counselors, Bob's analyses and recommendations pull together all aspects of your financial situation, covering everything from taxes, investment, and fringe benefit planning to business continuity and estate conservation.
What makes Bob's service even more valuable is that he can put those recommendations into action. He works with your accountant, attorney, and other advisors to help you get the retirement results you want-“The Retirement You Desire and Deserve”.
Bob lives in Marlton, NJ with his lovely wife Maria, their two wonderful sons, and their family dog Ricky. Bob has coached Soccer and Basketball there and all are very active in the community and schools. They are a sports and nature-loving family. While his wife Maria, is a Seattle Seahawks fan, he and his sons are huge Philadelphia Eagles.