Our Story

Rob started AGL Financial with the aim of delivering best-in-class client experience, without the constraints that large brokerage firms put on their advisors. Rob wanted the firm’s name to embody the purpose of financial planning, to create a legacy beyond one generation. That is why the name AGL was chosen as a tribute to his 3 children Anthony, Gloria and Laura. At AGL, we treat our clients like family, because we believe that’s who we’re ultimately planning for.