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Robert Rom, CFP®, AIF®

Managing Partner, Sr. Wealth Management Advisor

Robert Rom is a Certified Financial Planner®, a Registered Investment Advisor (RIA), and an Accredited Investment Fiduciary® with over 25 years of industry experience in financial planning services and wealth management for individuals and small businesses.

Previously, Rob served as a Senior Wealth Management Advisor at TIAA Financial Services where he cultivated and maintained relationships with his clients and their families, representing $1.5 billion of assets under management. In this role, he created, delivered, and monitored complex financial plans for clients to assist them with current investment planning, income distribution planning, and tax planning. Rob also has a very extensive background in Trust and Estate Planning, which helps him guide clients through complicated estate planning strategies to ensure the best possible outcome for his clients and their families.

Rob earned a Bachelor of Science in Business Management from Adelphi University and holds a Certification in Financial Planning from New York University. Additionally, he is a Certified Financial Planner®, holds National Association of Securities Dealer (NASD) Series 66 and 63 licenses.

Rob is married to his wife, Cira, and has three girls – ages 15, 13, 9. In his spare time, he enjoys skiing, fishing, and carpentry.

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