Founder, Personal Cfo, Mba, Crpc®, Aif®, Cdfa, Cpfa
CurrentRobert 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.
