Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa Email and Phone Number
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa work email
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Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa personal email
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa phone numbers
Robert has over 30 years of experience in financial services and has held a variety of positions in the field. Before founding ClearView Investment Partners, Robert was a Vice President at Morgan Stanley Smith Barney for seven years where he led a team providing financial and retirement advisory services to private clients. Prior, he held senior business development positions at a private technology research firm and Thomson Reuters, working with financial professionals nationwide providing customized investment solutions for private clients. Robert also spent eight years with Prudential Financial in the mutual funds strategy and planning division and corporate finance. Robert earned an MBA in Finance with a specialization in International Business from Fordham University (NY) and a B.S. in Business Management and Political Science from Moravian College (PA). He holds Series 7 and 24 securities registrations with LPL Financial. Also, he hold the Series 66 with Private Advisor Group and LPL Financial as well as Life & Health insurance licenses. Robert is an Accredited Investment Fiduciary® (AIF®), which comes as a great advantage to his clients in light of the changing fiduciary rulings. He is also a Chartered Retirement Planning Counselor℠ (CRPC®)** and is currently a candidate to become a CERTIFIED FINANCIAL PLANNER™ (CFP®).**CRPC conferred by College for Financial Planning. Through his partnership with Main Street Wealth Management, LLC, in Bedminster, NJ, he is part of a seven-person team of advisors with nearly 90 years combined experience in helping individuals, families, and small businesses plan for their financial needs. This relationship offers Robert additional resources to service clients, using a teamwork approach to strengthen relationships based on each advisor’s niche.
Clearview Investment Partners, Llc Nj
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Founder, Personal Cfo, Mba, Crpc®, Aif®, Cdfa, CpfaClearview Investment Partners, Llc Nj Feb 2011 - PresentFlorham Park, Nj, UsRobert is the founder of ClearView Investment Partners, an independent wealth management firm providing advisory services to small and medium businesses and private clients. Robert is passionate about helping people and acts as a trusted partner advising clients on strategies to accumulate, protect, preserve and distribute money in a tax sensitive, holistic manner.ClearView Investment Partners is a full-service advisory firm located in Florham Park, NJ. Through its partnership with LPL Financial, the nation’s largest independent broker/dealer*, the firm is enhanced with an expansive catalog of services and resources, including objective market research, compliance oversight, innovative technology and ongoing consulting and training.Please visit our website @ www.clearviewinvestmentpartners.com.*As reported in Financial Planning magazine, 1996 — 2020, based on total revenues.Securities offered through LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and ClearView Investment Partners, are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy and completeness.The financial professional associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Wealth Manager, PartnerMain Street Wealth Management, Llc Jan 2018 - PresentBedminster, New Jersey, Us -
Vp, Crpc, Financial PlanningMorgan Stanley Jul 2004 - Feb 2011New York, Ny, UsLed a wealth management team in providing comprehensive financial planning with a focus on retirement planning and specializing in retirement income planning. Other services offered including:College Funding Solutions: Provide advice to business owners and high income professionals with strategies aiming to lower their respective college expenses. 401(k) Plans: Provide institutions with 401(k) solutions and advice on current plans and recommended plans. Education to plan participants is also a key focus.Estate Planning: Seeking to minimize estate tax and establish legacy planning customized to specific family situation. -
Director, Financial InstitutionsCurrent Analysis 2000 - 2004London, Gb -
National Sales Manager, Independent AdvisorsThomson Financial Apr 1996 - May 2000UsProvided asset allocation strategies to top independent advisors.Developed corporate relationships with independent advisory firms. Presented at National Sales Meeting on asset allocation and timely investment ideas. -
Associate Vice PresidentPrudential Securities 1992 - 1996San Francisco, California, Us -
Associate Vice PresidentPrudential Financial 1992 - 1996
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Financial AnalystPrudential 1988 - 1992Newark, New Jersey, Us
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa Skills
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa Education Details
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Fordham UniversityInternational Business Specialization -
Moravian UniversityPolitical Science
Frequently Asked Questions about Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa
What company does Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa work for?
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa works for Clearview Investment Partners, Llc Nj
What is Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa's role at the current company?
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa's current role is Founder, Personal CFO, ClearView Investment Partners, LLC.
What is Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa's email address?
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa's email address is rs****@****lth.com
What is Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa's direct phone number?
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa's direct phone number is +197384*****
What schools did Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa attend?
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa attended Fordham University, Moravian University.
What skills is Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa known for?
Robert Sorge, Mba, Crpc®, Aif®, Cdfa, Cpfa has skills like Retirement Planning, Student Financial Aid, Wealth Management, Series 7, Investments, Series 63, Mutual Funds, Strategic Financial Planning, Asset Allocation, Financial Advisory, Investment Advisory, Asset Managment.
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