Robert Soler, CFA, RICP®
Robert is dedicated to helping individuals, families and small businesses in three main areas: Protection, Savings and Investing. He seeks to develop long-term proactive relationships with his clients based on his dedication, integrity, and commitment to their personal and financial success.
His initial work with clients encompasses the coordination and integration of all aspects of their finances, both personal and business. Together they co-create a long-term plan that achieves confidence, wealth accumulation and financial balance.
Robert has been with Strategies for Wealth since 2011 and was previously an analyst with an Investment Bank where he advised small business owners on exit strategies, capital raises and traditional M&A transactions. Robert graduated from the Catholic University of America with a Civil Engineering degree and currently resides in New York City with his wife Kristin. He is on the Board of Directors for the charity Back on my Feet. In his spare time, he enjoys traveling and participating in endurance races such as marathons and Ironman triathlons.
Education and Training:
Catholic University of America, B.C.E
Series 7 and Series 66
Chartered Financial Analyst
Retirement Income Certified Professional (RICP®)
Specialized Services Offered:
Financial Balance and Organization
Wealth Building and Preservation
Business Planning and Tax Strategies
Insurance Planning and Design
Community, Charitable or Professional Organizations:
Back on my Feet
North Shore Animal League
Check the background of this investment professional on FINRA’s BrokerCheck.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.