Robert Iannaccone

Robert Iannaccone is a Financial Advisor at Coastline Wealth Management, where he helps growth-minded professionals, families, and business owners bring clarity, structure, and intention to their financial lives. His approach is grounded in the belief that meaningful, long-term success starts with a solid foundation.

Robert began his career in the financial planning industry in 2024. He earned a Bachelor of Science in Finance from Bentley University, with minors in Accounting and Business Administration and a concentration in Financial Planning. He is currently pursuing his CFP® certification and holds the Series 7 and Series 66 registrations, along with Life, Health, and Accident Insurance licenses

Robert focuses on comprehensive, goal-based financial planning, working with clients to create practical systems around retirement planning, investment management, risk management, and long-term wealth building. He is known for his thoughtful, systems-driven mindset and his ability to simplify complex financial decisions so clients can move forward with confidence.

With a strong foundation in financial analysis and planning, Robert takes pride in building strategies that are not one-size-fits-all. He believes financial planning should be personal, disciplined, and adaptable as life evolves. Education and transparency are central to his process, and he works closely with clients to ensure they understand not just what they are doing, but why.

Robert also shares his perspective through his LinkedIn newsletter, Financial Planning: The Blueprint of Life, where he writes about building durable financial plans with structure.

Long Island native, Robert resides in Manorville with his family. Outside of the office, he enjoys staying active in the gym and spending time by the ocean.