Robert Hannam

Robert Hannam has been helping individuals and families work toward their financial goals for more than 35 years. Known for his unwavering commitment to his clients’ best interests, Rob closely monitors financial trends and takes pride in educating clients on strategies and services thoughtfully tailored to their unique needs and circumstances.

Rob earned his bachelor's degree in financial services from Monmouth College in 1988 and began his career in the financial services industry with Merrill Lynch in 1989. He holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network, as well as Life and Health insurance licenses. In addition, Rob has earned the Chartered Retirement Planning Counselor™ (CRPC®) designation, conferred by the College for Financial Planning.

After spending the first two decades of his career with three of the largest banks and brokerage firms in the country, Rob grew increasingly frustrated with the corporate emphasis on firm interests over client outcomes. Believing that truly acting in a client’s best interest required independence, he made the decision to transition to independent advising. In 2009, through former broker/dealer LPL Financial, Rob joined his longtime friend and colleague, Chad White, at Safe Harbor Wealth Management. This move allowed him to provide objective, client-focused advice while remaining true to his core values of integrity, honesty, and fiduciary responsibility.

Rob has also been a featured guest on several local radio programs, where he has shared insights on retirement planning and personal finance.

Originally from Brooklyn, New York, Rob grew up in Freehold, New Jersey and currently resides in Whiting, New Jersey. He has been married to his wife for 36 years and is the proud father of three children. Outside of the office, Rob enjoys spending time with family and friends and is an avid spearfisherman and freediver, pursuits he enjoys at his second home in the Bahamas.