Robert Epstein Email & Phone Number

“Your financial life is a part of your whole life, and your whole life is connected to other lives”.Inspired by this idea, Robert brings a holistic approach to working with his financial planning clients, always keeping their goals and objectives in mind and prioritizing each person’s uniqueness. Having raised two wonderful children as a single dad from the time they were age 13 and 6, Robert empathizes with and effectively counsels clients who have the particular financial issues associated with single parenthood. Robert’s other area of specialization is retirement planning, with particular expertise in Social Security and Medicare. Prior to joining Access Wealth in 2006, he held a variety of corporate positions that provided him with the expertise he shares with clients and Access Wealth today. Robert served as Director of Information Systems and then Director of Production for a large corporation. He then owned his own manufacturing business, which he ran for five years before deciding that the financial services industry was where he could make the most difference in people's businesses and lives.

Listed skills include Estate Planning, Financial Planning, Financial Advisory, Wealth Management, and 6 others.

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  City College Of New York

  American History (United States)