Robert Soler, CFA, RICP®
Robert works with individual and small businesses to help them in three main areas: Protection, Savings and Investing. He seeks to develop long term proactive relationships with his clients and base them on his dedication, integrity, and commitment to them, their families, and businesses.
Robert was previously an analyst with Aleutian Capital Partners 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.
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.