Bob Lagonegro, CFP®, CTFA®

Financial Advisor

Bob Lagonegro joined the HFG Trust family in 2005 as a Financial Advisor, after dedicating 14 years to his role as an Operations Supervisor in the insurance industry. A native Californian, Bob spent his formative years in the Bellevue/Seattle area and graduated from the University of Washington with a degree in Business Administration – Finance, later going on to earn his Certified Financial Planner® designation in 2009, alongside his designation as an Certified Trust Financial Advisor®. As an active member in his community, Bob has enjoyed working with kids through DECA, as well as supporting Junior Achievement, and teaching business concepts to high school students.

Bringing a wealth of financial planning knowledge, Bob helps his clients in all matters of financial well-being. From beginning an initial portfolio of investments, to tax-saving strategies and planning for retirement, Bob truly is one of our most versatile advisors.

Bob and his wife, Tina, have been married for 21 years and are dedicated parents to their four young children. They are members of Bethel Church and Bob serves on Bethel’s Finance Commission. He is an avid reader and especially enjoys reading commentaries on macroeconomics, both from the current and historical perspective. Bob plays tennis and jogs, with the hope of running in local 5k events.

Schedule a meeting with me through our Microsoft Bookings page.

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