CFP®, CPWA®, Partner
Rob is a partner at Apexium Financial LP and helps clients in all aspects of financial planning and retirement income planning. He spends his time helping clients solve problems and reviewing opportunities as it relates to insurance, asset protection, cash flow planning, estate planning, family planning and investment management. He also believes that collaboration is critical in the planning process and works seamlessly with tax, legal and other professionals as needed.
Prior to forming Apexium Financial LP, Rob was a founding partner of Capstone Wealth Management, LLC., a private wealth management firm based in New York City. Rob began his career with MassMutual Financial Group as an insurance and investment representative, prior to founding Capstone Wealth Management, LLC in 2003.
Rob is a Certified Financial Planner™ and Certified Fund Specialist®. He is also a Certified Private Wealth AdvisorSM, an advanced designation he earned through the Investment Management Consultants Association and The University of Chicago Booth School of Business. The program is designed for wealth managers and advisors who work with high net worth clients on the life cycle of wealth, including asset protection, estate, investment, and retirement planning.
Rob received his undergraduate degree from Bowdoin College, earning a double major in Government/Legal Studies and Sociology. He is on the board of directors for the Rye Rangers Hockey Club, is an avid hockey player and coach, and golf enthusiast.