Robert P. DePalo, Jr., JD, CExP, AEP
Founder | Chief Planning Strategist
Success for a business owner is rarely about a single transaction; it is about the sophisticated integration of business value, tax efficiency, and family legacy.
As the Founder of The Strategic Business Planner, Robert bridges the gap between complex legal frameworks and actionable financial strategies. His approach is rooted in "Legacy Alpha"— the measurable value created when a business owner’s personal and professional lives are perfectly aligned for the long term.
With credentials as an attorney (JD), Certified Exit Planner (CExP), and Accredited Estate Planner (AEP), he specializes in:
- Exit & Succession Strategy: A well-defined strategy helps ensure a smooth, seamless transition of a life’s work.
- Advanced Estate Planning: Protecting high-net-worth legacies against erosion and complexity.
- Business Optimization: Aligning corporate structure with personal wealth goals.
Based in Garden City, NY, Robert serves a select group of business owners and families who value discretion, technical precision, and a forward-thinking approach to wealth.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Not practicing law for Guardian or its subsidiaries or affiliates.
Peter Crincoli
Life Product Specialist
James Magner
Thought Leadership | Advanced & Tax Strategy Consultant
Alexander Miradoli, CFP®, ChFC®, RICP®
Wealth Management Specialist
Mary DeLucca
Marketing Specialist
