The Pinnacle Team
WELCOME TO THE FAMILY
You are treated like family at Pinnacle, not a number. At Pinnacle Financial Advisors, we know the only way to meet your needs is to really get to know you. What are your dreams? What are your goals? You will be assisted to develop a plan to visualize where you want to be, and most importantly, to see how you can get there.
We always start with a cash flow analysis and budget to make sure you are ready to move forward with investing. If investing isn’t the best step for you at this time, we are upfront with you and give you some tips on how to establish a strong financial foundation so you are better positioned for saving for retirement or your other future goals. Pinnacle’s detailed process gathers all the information needed to create a plan suited to your needs. We not only help you with an investment strategy, we are in your corner with you along the way.
At Pinnacle Financial Advisors, we don’t make promises, we make plans. Your assets, liabilities and budget are reviewed to make sure you’re properly insured. Programs are offered to help your investments seek to outpace inflation. Tailored investment plans are offered to help meet your short and long-term financial goals.
Our team’s extensive financial planning and investment management experience can help you identify your financial goals and begin taking the steps to help make them a reality. It all starts with a complimentary financial review. Call 1-877-340-6333 today to take the first step towards planning for your financial future.
Robert R. Restino
Rob Restino has more than 30 years’ experience in the financial services industry. During that time he’s worked hard in his ability to help clients, businesses, and other financial advisors to become better equipped to succeed in an ever-changing world.
Communications & Office Coordinator
Rebecca Janssen is the nucleus of our client communications and data management. She has spent the last 25 years in customer and professional management, and her extensive experience helps Pinnacle deliver swift and precise client communications.
Confidential Secretary & Office Manager
Desiree provides a comprehensive, detailed approach as an administrative assistant and also serves as personal assistant to Rob Restino. Desiree has a strong banking and analytics background and holds a degree in Finance from Florida State University.
I love being a part of the Pinnacle team! It is the greatest feeling knowing we are assisting our clients in achieving their financial and retirement goals.
Financial Professional, Bookkeeping & Tax Preparation
Nancy has over 20 years of experience and training as a Full Charge Bookkeeper and Tax Preparer, and allows Pinnacle to offer bilingual services to our diverse clientele. She combines banking and managerial expertise to help clients maximize their financial situation, providing accounting, tax preparation, and administrative support services.
Nancy is not affiliated with The Lincoln Investment Companies
Becoming a member of the Pinnacle team has been so fulfilling! It’s a blessing to be able to help our clients build plans for their future.