Robert Polletta
Whether helping identify life’s most fulfilling goals, creating strategies in navigating competing priorities, or providing affirmation of one’s current journey, conversations with Financial Advisor, Robert Polletta of the WestPoint Financial Group can often create experiences of clarity, intentionality, and confidence for those he serves. With over a decade of financial services experience, Robert has built impactful and long-lasting relationships with individuals, families, and businesses through thoughtful questions, intentional listening, and collaborative planning. Through wealth accumulation, debt reduction, and preserving life’s most treasured assets, Robert and his team are passionate in aligning intention and action with a prudent path forward.
Robert is a graduate of Saint Charles Preparatory and The Ohio State University. Robert holds his FINRA Series 6, 63, 65, 7, Securities Industry Essentials licensure. Robert also maintains his health, life, variable life, and variable annuities insurance licensure.
When not providing financial advice, Robert enjoys spending time with his high school sweetheart wife, their three children, time with family, and volunteering throughout the community.