Robert Engel

Growing up, while my friends dreamed of being astronauts or athletes, I always aspired to own my own business. This ambition evolved over time, especially after witnessing the bankruptcy of Bethlehem Steel, which left my family without promised pensions. The impact on my grandmother and parents was profound, as they had to navigate financial hardships without the retirement security they had counted on. This experience inspired me to pursue a career where I could help people manage and avoid similar financial pitfalls.

During college, an internship at a financial planning firm revealed that I could combine my entrepreneurial spirit with my desire to help others. I discovered that being a financial advisor allowed me to run my own business while guiding clients through important financial decisions, such as saving for college or planning for retirement. This realization solidified my career path, and I eagerly sought ways to establish myself in the industry.

After starting my career with a large insurance company, I quickly recognized that their product-focused approach conflicted with my commitment to my clients' best interests. Determined to offer truly independent advice, I founded Engel Wealth Management in 2010. This step allowed me the freedom to prioritize my clients' needs, providing personalized financial solutions without the constraints of corporate profitability. My goal is to help clients build a secure financial future, free from the challenges my family faced.