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Robert Pajak, portrait

Robert Pajak

Investment adviser representative at First Affirmative Financial Network in West Newton, MA

Investment adviser registrationUpdated

Robert Pajak is an investment adviser representative at First Affirmative Financial Network LLC, an investment adviser managing $905M, and works from its West Newton, MA office. Robert Pajak has been registered through First Affirmative Financial Network since 27 July 2007, has 19 years in the industry across 2 firms and has passed the Series 7, Series 63 and Series 65.

19
Years in industry
19
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 24 October 2026SEC record

Career

Robert Pajak has been an investment adviser representative at First Affirmative Financial Network since July 2007, and is not listed among the firm’s executive officers or direct owners. Robert Pajak holds a BS in Accountancy from Bentley University and a Diploma in financial planning from Boston University.

First Affirmative Financial Network LLC is a Colorado Springs, CO firm with $905M under management, 2,327 clients and 12 advisers across 10 offices, as of its May 2026 filing.

Robert Pajak is an Investment Advisor Representative of First Affirmative Financial Network, based in Newton, Massachusetts. His practice serves individuals, families and retirees, with advice that includes cash and spending plans, retirement and education planning, retirement account rollovers and estate planning. He began his career in accounting and finance in 1975.

Robert Pajak’s longest registration is the current one, 19 years at First Affirmative Financial Network since 2007. Before joining First Affirmative Financial Network in 2007, Robert Pajak was registered through Winslow, Evans & Crocker, Inc.

  1. – present · 19 years
    West Newton, MA · Adviser representative · Firm CRD 109036
  2. Winslow, Evans & Crocker, Inc.
    – · under a year
    Boston, MA · Adviser representative · Firm CRD 29686

Credentials and registrations

Professional designations

Listed by First Affirmative Financial Network

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Accredited Investment Fiduciary® (AIF®)

Investment adviser representative registrations

Robert Pajak is registered as an investment adviser representative in Massachusetts, since July 2007.

  • MassachusettsSince 27 July 2007

Examinations

Series 6518 July 2001
Name
Uniform Investment Adviser Law Examination
Series 6315 May 2001
Name
Uniform Securities Agent State Law Examination
Series 723 January 2001
Name
General Securities Representative Examination

Key facts

Full name
Robert Francis Pajak
CRD
4340503
Office
West Newton, MA
Registration
Investment adviser registration
In the industry since
November 2006
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Pajak work?

Robert Pajak is an investment adviser representative registered through First Affirmative Financial Network LLC since July 2007, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 24 October 2026

Is Robert Pajak a financial advisor?

Yes. Robert Pajak has a current investment-adviser registration in Massachusetts, through First Affirmative Financial Network since July 2007.

Source: IAPD individual record, checked 24 October 2026

How many years of experience does Robert Pajak have?

Robert Pajak has 19 years in the financial industry, since November 2006, across 2 adviser firms.

Source: IAPD individual record, checked 24 October 2026

What exams has Robert Pajak passed?

Robert Pajak has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 2001.

Source: IAPD individual record, checked 24 October 2026

Where did Robert Pajak work before First Affirmative Financial Network?

Before First Affirmative Financial Network, Robert Pajak was registered through Winslow, Evans & Crocker, Inc., March 2005 to November 2005.

Source: IAPD individual record, checked 24 October 2026

Where is Robert Pajak based?

Robert Pajak’s registered office is in West Newton, MA.

Source: IAPD individual record, checked 24 October 2026

Is Robert Pajak registered with FINRA?

No. Robert Pajak has no current broker registration.

Source: IAPD individual record, checked 24 October 2026

Is Robert Pajak a CFP?

First Affirmative Financial Network lists Robert Pajak with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Robert Pajak biography, firstaffirmative.com

How can I verify Robert Pajak’s record?

Search CRD 4340503 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Pajak’s full registration record.

Source: IAPD individual record, checked 24 October 2026

Leadership at First Affirmative Financial Network

Sources

  1. IAPD individual record, CRD 4340503, checked 24 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of First Affirmative Financial Network LLC, filed 22 May 2026. Executive officers and direct owners; this person is not among them.
  3. First Affirmative Financial Network team page. Biography, education, credentials, awards and the portrait, reproduced for identification.