Meet Our Team

 

Meet our staff at Cirbo & Associates Financial Services:

We are a full-service Financial Planning firm dedicated to helping our clients as the seek to build wealth and preserve their hard-earned assets. We are an independent firm; therefore, our loyalty belongs to our clients. Our independence enables us to establish working relationships with a number of Industry-Leading Insurance Providers whose products we utilize to create customized client portfolios. We recommend only those products and services that we believe can be tailored to suit our clients' unique needs.

Dennis A. Cirbo, Investment Advisor Representative, CLU (Chartered Life Underwriter), ChFC (Charter Financial Consultant), LUTCF(Life Underwriting Training Council), has 39 years of experience in the Financial Services Industry.

Bernie Rubio, Adminstrative Assistant, has 27 years in the Financial Industry and joined our company in June 2015.

Marilyn Jones, Adminstrative Assistant, has 32 years in the Health Insurance Industry and joined our company in November 2015.

Tian T. Van, Marketing, has 19 years in the Financial Services/Insurance and Marketing Industry.  She joined our company in March of 2011. 

Cirbo & Associates Financial Services, aiming to provide solutions to your Financial, Insurance and Retirement needs.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck