AeroLeads people directory · profile

Robert Shaffer Email & Phone Number

Founder and Managing Partner at Robert Shaffer Wealth Management
Location: Westfield, New Jersey, United States 2 work roles 1 school
LinkedIn matched
✓ Verified August 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Robert Shaffer Wealth Management
Role
Founder and Managing Partner
Location
Westfield, New Jersey, United States

Who is Robert Shaffer? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Robert Shaffer is listed as Founder and Managing Partner at Robert Shaffer Wealth Management, based in Westfield, New Jersey, United States. AeroLeads shows a matched LinkedIn profile for Robert Shaffer.

Robert Shaffer previously worked as Branch Director at Rbc Wealth Management. Robert Shaffer holds Bachelor Of Music, Music Production And Engineering from Berklee College Of Music.

Profile bio

About Robert Shaffer

Rob Shaffer is the founder and Managing Partner of Robert Shaffer Wealth Management. A specialist in retirement income strategies, Rob has received the designations of Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Counselor (CRPC) from the College for Financial Planning.**************************************************************************************************Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Robert Shaffer Wealth Management is not affiliated with Kestra IS or Kestra AS.This profile is published for residents of the United States only. Registered representatives with Kestra Investment Services, LLC and investment advisory representatives with Kestra Advisory Services, LLC may only conduct business with residents for the states and jurisdictions in which they are properly registered. For additional information, please contact Kestra Financial Compliance Department at 844-553-7872.Member FINRA www.finra.orgMember SIPC www.sipc.org

Listed skills include Retirement Planning, Tax Advantaged Investment Strategies, and Cash Flow Management.

Current workplace

Robert Shaffer's current company

Company context helps verify the profile and gives searchers a useful next step.

Robert Shaffer Wealth Management
Robert Shaffer Wealth Management
Founder and Managing Partner
2 roles

Robert Shaffer work experience

A career timeline built from the work history available for this profile.

Founder And Managing Partner

Current
Robert Shaffer Wealth Management

Westfield, Nj

Rob began his career as a financial advisor in 1988 with Butcher & Singer (later Wheat First Securites). In 2000, he moved his practice to RBC Wealth Management where he served as both an advisor and Branch Director in several offices in New Jersey. Despite a great affection for RBC and many of the people he had the good fortune to work with, Rob decided to establish his own practice in Westfield, N.J. As the founder and Managing Partner of Robert Shaffer Wealth Management, Rob was able to create a firm custom designed to serve his long term clients.Before coming into the advisory business he was a professional musician, recording engineer and soundtrack editor for the 1980s cartoon "Thundercats". Rob grew up in North Carolina, graduated from Berklee College of Music in Boston and moved to Westfield with his wife Cathy in 1983.

Apr 2015 - Present
1 education record

Robert Shaffer education

FAQ

Frequently asked questions about Robert Shaffer

Quick answers generated from the profile data available on this page.

What company does Robert Shaffer work for?

Robert Shaffer works for Robert Shaffer Wealth Management.

What is Robert Shaffer's role at Robert Shaffer Wealth Management?

Robert Shaffer is listed as Founder and Managing Partner at Robert Shaffer Wealth Management.

Where is Robert Shaffer based?

Robert Shaffer is based in Westfield, New Jersey, United States while working with Robert Shaffer Wealth Management.

What companies has Robert Shaffer worked for?

Robert Shaffer has worked for Robert Shaffer Wealth Management and Rbc Wealth Management.

How can I contact Robert Shaffer?

You can use AeroLeads to view verified contact signals for Robert Shaffer at Robert Shaffer Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Robert Shaffer attend?

Robert Shaffer holds Bachelor Of Music, Music Production And Engineering from Berklee College Of Music.

What skills is Robert Shaffer known for?

Robert Shaffer is listed with skills including Retirement Planning, Tax Advantaged Investment Strategies, and Cash Flow Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Robert Shaffer you were looking for.

View similar profiles