Robert Glycenfer

About Robert Glycenfer

For me, finance has always been about curiosity, discipline, and providing education and resources to help clients on their financial journey. I was born and raised in West Pittston, Pennsylvania, and my interest in the markets started with my grandfather - a math teacher and school superintendent - who always had CNBC on in the background. Watching the ticker symbols scroll across the screen sparked my curiosity about how markets worked. That early fascination grew into a lasting passion for finance and investing and helping others move toward achieving financial confidence.As a former collegiate golfer at Wilkes University, I bring the same focus and competitive spirit from the course into my professional life. I’ve always seen parallels between sports and financial advising: both require preparation, strategy, and dedication. While advisors may compete, I believe the primary focus should be on developing custom strategies aligned with each client’s unique objectives.I began my career with MassMutual in the Scranton/Wilkes-Barre area in 2012, building my business through community engagement and long-term relationships. Over time, I recognized the broader impact I could make by working with business owners and relocated to Philadelphia in 2018 to specialize in defined benefit and qualified retirement plan design. There, I developed expertise in helping companies and their advisors define retirement strategies that align with both business objectives and personal financial goals.Today, I work closely with business owners and CPAs, identifying opportunities to help enhance retirement and tax efficiency through thoughtful plan design. My approach emphasizes collaboration and education, serving as a resource for accounting professionals and helping clients understand their financial options.Outside of work, I’m passionate about health, wellness, and staying active. I strive to work out every day and focus on maintaining a healthy lifestyle. I’ve traveled across the U.S, love exploring new places, and remain a lifelong golfer. As a proud Philadelphia sports fan (Go Birds!), I bring that same energy, focus, and teamwork into my financial planning approach.I’m guided by a simple philosophy: thoughtful strategy and collaboration can help create meaningful, lasting financial impact.

Experience

1. Financial Adviser

   Vista Wealth

   Apr 2012 — Present · Kingston, PA, US

   Along with a team of professionals, I provide guidance to my clients to help them reach their financial goals.

Education

• Wilkes University

  Bachelor of Business Administration (B.B.A.), concentration in finance

  2007 — 2011

• University of Georgia - Terry College of Business

  Financial Planning and Services