Experienced, Dedicated, Focused
Our team puts you at the center of everything we do.
CEO & Retirement Planning Specialist
For more than a decade, Matt has been helping clients maximize their retirement with financial strategies that address their unique goals. Whether you are in retirement or getting close to it, a federal employee or a small-business owner looking for comprehensive financial guidance, Matt can help you prepare for tomorrow.
Before opening Dworetsky Financial, Matt worked as a national sales manager for federal benefits at One Life America. He especially enjoys helping people grow and preserve their hard-earned assets — and avoid retirement pitfalls.
Matt is happily married to his wife, Lin. They have two children and live in Monroe. Together, Matt and Lin have worked to make Dworetsky Financial a warm and welcoming place where every client feels like family.
Managing Partner & Retirement Planning Specialist
As an Investment Advisor Representative with CoreCap Advisors, LLC, Rob uses his decades of financial service experience to help clients preserve wealth, minimize taxes and generate income to last a lifetime.
Born on Staten Island, Rob graduated from Monsignor Farrell High School and continued his education at the College of Staten Island. In 1983, Rob and his family moved to New Jersey, where they have lived ever since.
Rob began his career on Wall Street in 1969 and rose to become founding partner at Galway Securities. After the events of Sept. 11, 2001, Rob transitioned to the insurance industry, armed with extensive knowledge of the stock market and the inherent risks and rewards of investing.
Rob served in the New York Army National Guard and was honorably discharged as a noncommissioned officer. He’s a proud supporter of the Wounded Warrior Project in honor of his son, Rob Jr., a disabled combat veteran. Rob is also a longtime supporter of Covenant House.
Rob has been married to Karen for over 50 years. They have three children, 14 grandchildren, and one great grandchild.
Rob Jacobs is an Investment Advisory Representative of and provides advisory services through CoreCap Advisors, LLC. Dworetsky Financial and CoreCap Advisors are separate and unaffiliated entities.
Patrick Shin, Esq.
Estate & Tax Planning Specialist
Patrick specializes in tax planning and trust and estate administration for individuals and businesses. He especially enjoys counseling high net worth individuals with entrepreneurial businesses in the use of tax-saving vehicles and other financial tools.
Patrick frequently lectures on tax developments and tax-savvy strategies. His previous speaking engagements include the Chinese American Society of Anesthesiology, Korean-American Medical Association, parent-teacher organizations and churches, as well as continuing education seminars for CPAs and the financial industry. He also has co-authored several articles on estate planning strategies, New Jersey trust administration and New Jersey tax-exempt laws.
Patrick previously worked as an associate at one of New Jersey’s largest law firms. He maintains strong ties to the community and is generous with his time and expertise.