Robert J. Powalski, CFP® is Managing Partner of Praxis Financial Group, an affiliate of Alliance Financial Network, where he helps families, business owners, and medical professionals bring the different pieces of their financial lives into a coordinated strategy. With a focus on building, protecting, and efficiently distributing wealth, Robert helps clients gain greater clarity around their finances and make informed decisions based on what they want their money to accomplish.
Known for making complex financial concepts feel simple, Robert believes the best strategies begin by listening. He takes time to understand what matters most to each client before recommending a course of action, helping turn disconnected financial decisions into a more cohesive approach. Guided by the principle of “creating certainty in an uncertain world,” Robert recognizes that financial decisions are about more than numbers—they also involve behavior, emotion, and helping people navigate unexpected changes along the way.
Robert brings 16 years of financial services experience to his role. He earned his Bachelor of Science in Finance from Niagara University and is a CERTIFIED FINANCIAL PLANNER™ professional. He also holds FINRA Series 6 and 7 registrations and has been recognized as one of Buffalo Business First’s 30 Under 30. Robert previously served with the Sisters Hospital Foundation and as a board member for the Western New York PGA. His interest in the profession was shaped in part by watching his father own a business and seeing firsthand both the responsibility of entrepreneurship and the impact of helping others.
Born and raised in Buffalo, Robert continues to call the area home with his wife, Shannon, their son, Timothy, and their dog, Dexter. He enjoys traveling, staying active, watching the Buffalo Bills, and sharing a good meal with family and friends. Family has always been especially important to Robert—his extended family vacationed together in the same location for 30 years, a tradition he jokingly compares to the Griswolds. He is also a longtime Michael Jordan fan, an interest his son has inherited “by default.”
Registered Representative and Financial Advisor of Park Avenue Securities & Financial Representative of Guardian. Arkansas Insurance License #15815006, California Insurance License #OM43319