Expertise in knowledge
When it comes to your finances, experience is everything.
Child Group Wealth Management is headquartered in Boca Raton, Florida and was founded by Bob Child and David Lorber. The group’s focus is to provide retirement planning services and integrated and comprehensive financial advice while matching long-term finance and life goals. With over five decades of experience and knowledge, Child Group Wealth Management has built a reputation encompassing experience, talent, intensive research and a risk-averse approach to investing.
Working with Child Group Wealth Management means working with a dedicated and compassionate team who will take the time to cultivate an understanding of the life you want to live and maintain during retirement. You can count on us to provide clear, professional, on-going advice. We are prepared to guide every step of the way on your journey toward a positive outcome.
Team Members
Bob Child
President
"If we cannot add significant value to your existing situation, we will tell you and wish you continued success. We are problem solvers not product sellers. If a problem doesn't exist, we don't invent one.” ~Bob Child
"First one in the office, last one to go home" is a powerful statement and the #1 rule in Bob’s practice. Throughout his 39 years’ experience in the financial services industry, Bob has continuously set and reset the bar higher for himself with every passing year. His dedication to his clients has made him a valued advisor. Few in the industry can match his experience and depth of knowledge.
It is not all work for Bob. Along with his passion for golf, Bob enjoys spending time at the gym. You can usually find him spinning or weight training while listening to his favorite tunes. He also loves skiing!
Areas of Expertise
- Fixed Income Securities
- Corporate Bond Market
- Municipal Bond Market
- Asset Management Services
- Government Bond Investments
- High Yield Bonds
- Tax-Exempt Bonds
- Build America Bonds
Licenses
- Series 7 - General Securities Representative
- Series 8 - General Securities Sales Supervisor - (Series 9 and 10)
- Series 63 - Uniform Securities Agent State Law Examination
- Series 66 - Investment Advisor Representative
Professional Associations and Memberships
- Trustee Member, Boca Raton Chamber of Commerce
- Member of ADL – Anti-Defamation League
- Member of AIPAC – The American Israel Public Affairs Committee
- Member of FDD – Foundation for Defense of Democracies
- Patron of The Boca Raton Museum of Art
- Ambassador Member, Legends Club of South Florida
- Proud Sponsor of 2012 Allianz Championship, an Official PGA Champions Tour Event
David Lorber
Managing Director
"Good plans shape good decisions.
That’s why good planning helps to make elusive dreams come true." ~Lester R. Bittel
David Lorber brings over 18 years of experience helping small-business owners, individuals and families understand their true wealth. His primary role is to create and implement financial strategies as part of an overall wealth management program as well as, determine types of retirement plans that could work best.
Highly-skilled in the 120 year old craft of Point & Figure Charting, David has spent most of his career studying and analyzing fluctuations of securities, enabling him to determine critical support and resistance levels within the markets.
David is an avid golfer and enjoys spending quality time with his son Andrew, fishing, boxing and staying active.
Areas of Expertise
- Equities
- Blue Chip Stocks
- Exchange Traded Funds (ETFs)
- Technical Analysis
- Point & Figure Charting
- Asset Management Solutions
- Insurance
- Annuities, Variable Annuities, Fixed Annuities
- Tax Deferred Annuity
- Retirement Planning Advice
- 401K
- IRA
- Money Management
Licenses
Professional Associations and Memberships
Professional Associations and Memberships
- Ambassador & Trustee Member, Boca Raton Chamber of Commerce
- Member of AIPAC – The American Israel Public Affairs Committee
- Member of Boca Raton, Toastmasters
- Volunteer for Habitat for Humanity
- Volunteer and Fund Raiser for American Cancer Society
- Boca Raton Synagogue
Fraternities/Sororities
Kathleen C. McCarthy
Client Service Associate
“Well done is better than well said.” ~Benjamin Franklin
Kathleen McCarthy is the picture of loyalty. Kathleen relocated from New Jersey to Florida, joining Bob’s team in 1979. Her ability to anticipate the needs of clients and her attention to detail, have earned her high regard with everyone she comes in contact with.
Even amidst the fast paced finance industry, Kathleen finds the time to enjoy her 3 children and her 8 grandchildren. She loves football, baseball, hockey and bowling.
Areas of Expertise
- Client Services
- Executive Assistant
- Personal Assistant to Bob Child
Professional Associations and Memberships
Shannon Parkoff
Client Liaison & Insurance Agent
“I can't imagine anything more worthwhile than doing what I most love. And they pay me for it.”
~Edgar Winter
Shannon Parkoff heads up our Marketing Department, making sure that all of our clients are informed and up to date with pertinent information from our office. She has designed all of our marketing pieces from the brochure to the website to our logo.
Shannon graduated the University of Miami with Honors obtaining a degree in Psychology and Sociology. She attended Florida Atlantic University for her Master’s degree in Psychology. Shannon is a licensed financial representative and insurance agent. She officially joined Child Group Wealth Management in July 2010 and has been nothing but a valued asset to the team.
When Shannon is not at work, she spends her time shopping, needle pointing and practicing Bikram Yoga.
Areas of Expertise
- A passion for people, the community and the financial markets
- Extraordinary interpersonal skills with a strong team orientation.
- Positive thinking, self-starter with a proven track record of high achievement.
Licenses
- Series 7 - General Securities Representative
- Series 63 - Uniform Securities Agent
- 2-15 - Life Insurance, Health Insurance and Variable Annuity License
Professional Associations and Memberships
Professional Associations and Memberships
- Trustee Member, Boca Raton Chamber of Commerce
- Member of AIPAC – The American Israel Public Affairs Committee
- Bill Good Marketing System®
- Volunteer for The Center for Group Counseling
- Notary Public - State of Florida
Alexa Vallejo
Marketing Department
"The best preparation for good work tomorrow is to do good work today." ~ Elbert Hubbard
Alexa Vallejo assists our Marketing Department with all correspondence and administrative tasks needed. Alexa is studying Communications and Marketing at Nova Southeastern University and will be obtaining her B.A. in 2014. She joined our group in June 2011 and has been an integral part ever since. She is a positive, self-starter with a proven track record of high achievement.
When Alexa is not at work, she enjoys painting, bike riding and cooking.
Education
- Nova Southeastern University, Davie, FL B.A. - 2014
- Major: Communications and Marketing
Professional Associations and Memberships