Robert Bagonis
Managing Partner at Ethos Financial Group, LLC
📍 United States
Robert Bagonis is a Managing Partner at Ethos Financial Group and Principal at Tritium Private Wealth Strategies, where he focuses on a holistic approach to financial planning. A graduate of Penn State University, he is also professionally active in shaping industry policy as an ambassador for Finseca.
He is involved in the financial security professions policy-making, engaging with Congress to help shape impactful financial policies.
Read the full overview →Experience
11 Years
Current Role
Managing Partner
Job Level
Mid-senior
Location
United States
Personality Overview
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Priorities
Topics Robert cares about
Holistic Financial Planning
His firm, Tritium Private Wealth Strategies, is founded on the belief in a holistic approach to financial planning, emphasizing mutual respect, understanding, and trust.
Financial Policy Advocacy
As a Finseca Ambassador, he actively engages with members of Congress to help shape policies that affect the financial security profession and American families.
Career
Work history
1-2022
Managing Partner
Ethos Financial Group, LLC
1-2015
Principal
Tritium Private Wealth Strategies
In the press
Media appearances
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Education
Bachelor of Science (B.S.)
Penn State University
Social presence
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