Robert J. Basile, MBA, CFP®, CPA
Series 65 Licensed
Robert D. Basile
Series 65 Licensed
James T. Basile
Principle, VP Finance & Tax Advisor
Principle, VP Tax & Accounting Advisor
Robert J. Basile has worked in the financial services industy for over 50 years. He guides our clients through the complexities of tax, investment, and other areas of financial plannig as a CPA ( Certified Public Accountant) and Certified Financial Planner (CFP®)
Rob D. Basile has worked in the financial services industry since 1999. He has guided clients through the different aspects of the financial planning process, and adheres to the principles of honesty, integrity, and competence. He is currently a candidate fo the CFP® exam and enrolled in the graduate program at the College for Financial Planning to earn an M.S. in Personal Financial Planning.
Jim Basile earned a BS in Construction Management from Colorado State University in 2003. After working as a Senior Builder for a large National homebuilder for a few years, Jim acquired a Residential Contractors license in Colorado. Jim co-owned and operated a custom home building company in Denver, until he relocated to Florida in 2006. Jim managed field operations for another luxury Home builder in Tampa Bay until 2009. He then worked for a national Energy Services company as a Senior Project Manager. He provided oversight of Project Managers, Superintendants, Subcontractors, and worked closely with clients of construction projects in excess of $50 million. Jim acquired additional Contractors Licenses in the States of Florida, Massachusetts, and California on behalf of his employer. Over a period of 17 years, during his career in the construction/Energy industry, Jim developed an interest in creating and maintaining project budgets and performing the accounting requirements of the projects/division. Jim has completed training to become proficient in Quickbooks, develop financial documents, and bookkeeping services. Jim enjoys spending his free time with his wife, 3 year old son, and family members.
We are a family owned business with a combined 56 years of experience. We value family, friends, memories, and relationships. We are blessed to be surounded by spouses, children, grandchildren, parents and friends. Relationships are very important to us, from Sunday family dinners, to evening gatherings with friends. We understand the importance of planning for you and your family’s future. Many of our clients concerns are retirement planning, education planning, protecting assests, monthly bookeeping, and tax advisement. Our goal is to provide a personal service for you and your family that you deserve and expect. We look forward to building a relationship with you.