Bob Hakim

As a Financial planner and Founder/CEO of Phoenix Financial Group, I’m passionate about helping people feel confident and clear about their financial journey. With over 30 years of experience, I create plans tailored to your goals, whether that means managing your wealth, getting ready for retirement, or making sure your family has adequate insurance coverage.

What really drives me is seeing my clients reach their goals and succeed. I don’t just work with you, I build confidence with your whole family so we can create a plan that lasts for generations.

I believe knowledge is power, so I make sure you understand your options every step of the way. Whether it’s investments, tax strategies, estate planning, or managing risks, I’m here to guide you and keep things simple. Life changes, and I’m by your side through it all.

I live in Franklin Lakes, NJ, with my two kids. When I’m not working, you’ll find me spending time with family, traveling, or cheering on the New York Giants. I like to relax with a fine Cuban cigar, a glass of Johnnie Walker Black Label, and a good football game.

For me, it’s all about planning for the future — while enjoying the moment.