Founding Partner
Quest Financial Services
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Robert Cepeda, Cfpⓡ Email & Phone Number
Founding Partner
at
Quest Financial Services
LinkedIn matched
3 data sources
Profile completeness 100%
Current company
Role
Founding Partner
Location
Orange County, New York, United States
Who is Robert Cepeda, Cfpⓡ? Overview
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Quick answer
Robert Cepeda, Cfpⓡ is listed as Founding Partner at Quest Financial Services, based in Orange County, New York, United States. AeroLeads shows a matched LinkedIn profile for Robert Cepeda, Cfpⓡ.
Robert Cepeda, Cfpⓡ previously worked as Founding Partner & Certified Financial Advisor at Quest Advisory. Robert Cepeda, Cfpⓡ holds Bachelor'S Degree, Business/Managerial Economics from University Of Rochester.
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Email format at Quest Financial Services
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Quest Financial Services
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Profile bio
About Robert Cepeda, Cfpⓡ
Robert Cepeda CFP® is a Managing Partner and senior wealth advisor for Quest Financial Services. For over 25 years he has continuously sharpened the art of listening. He invites you to join in a conversation that focuses directly on you. lt has been the foundation of his practice from the early 90s and remains the cornerstone for his work as a Certified Financial Planner™ practitioner in the Hudson Valley. Robert ls also dedicated to his work as a speaker. He has developed and delivered educational events such as Rebuild Your Life After Loss, Women And Investing and Get Your Financial House In Order. These events provide a comfortable forum for expression, encouragement and inspiration. Knowledge is a powerful tool and Robert thoroughly enjoys the sharing of the process. He is a graduate of The University of Rochester with a degree in Economics and Certificate of Management in Accounting and Finance. He holds series 24, 7, 6 and 63. Securities offered through Securities America, Inc., member FINRA (www.finra.org)/ SIPC (www.sipc.org). Advisory services offered through Securities America Advisors, Inc., Quest Financial Services and the Securities America companies are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
Listed skills include Wealth Management, Estate Planning, Management, Investments, and 6 others.
Current workplace
Robert Cepeda, Cfpⓡ's current company
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3 roles
Robert Cepeda, Cfpⓡ work experience
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Founding Partner & Certified Financial Advisor
CurrentQuest Advisory is an independent, full service wealth management firm. Our mission is to guide you every step of the way through life's financial journey. From your first job to your first child/grandchild, through retirement and estate planning, you can count on Quest Advisory to assist you with each important financial moment in life. We are committed to.
Mar 2022 - Present
Founding Partner
Current
Quest Financial Services
Quest Financial Services is an independent, full service wealth management firm. Our mission is to guide you every step of the way through life's financial journey. From your first job to your first child/grandchild, through retirement and estate planning, you can count on Quest Financial Services to assist you with each important financial moment in life..
Oct 1999 - Present
1 education record
Robert Cepeda, Cfpⓡ education
-
University Of Rochester
FAQ
Frequently asked questions about Robert Cepeda, Cfpⓡ
Quick answers generated from the profile data available on this page.
What company does Robert Cepeda, Cfpⓡ work for?
Robert Cepeda, Cfpⓡ works for Quest Financial Services.
What is Robert Cepeda, Cfpⓡ's role at Quest Financial Services?
Robert Cepeda, Cfpⓡ is listed as Founding Partner at Quest Financial Services.
Where is Robert Cepeda, Cfpⓡ based?
Robert Cepeda, Cfpⓡ is based in Orange County, New York, United States while working with Quest Financial Services.
What companies has Robert Cepeda, Cfpⓡ worked for?
Robert Cepeda, Cfpⓡ has worked for Quest Financial Services and Quest Advisory.
How can I contact Robert Cepeda, Cfpⓡ?
You can use AeroLeads to view verified contact signals for Robert Cepeda, Cfpⓡ at Quest Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Robert Cepeda, Cfpⓡ attend?
Robert Cepeda, Cfpⓡ holds Bachelor'S Degree, Business/Managerial Economics from University Of Rochester.
What skills is Robert Cepeda, Cfpⓡ known for?
Robert Cepeda, Cfpⓡ is listed with skills including Wealth Management, Estate Planning, Management, Investments, Business Development, Finance, Financial Services, and Retirement Planning.
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