Cfp Rob Schaefer Email & Phone Number | Rob Schaefer looks at the bigger picture. As a Senior Wealth Planning Strategist he works with you to create and maintain a comprehensive goals-based wealth plan; a roadmap from which your personal investment strategy is crafted. Through the planning process, Rob seeks to understand you; your priorities, concerns, and aspirations - both financial and personal. Based on your individual situation, Rob provides expertise in over a dozen specific areas of planning. More importantly he orchestrates all these individual strategies into one synergetic approach. Ultimately Rob strives to help you better understand how your wealth can serve you, empowering you to make important life choices from a well-informed financial perspective. Rob is a CERTIFIED FINANCIAL PLANNER professional. This designation, widely considered to be the gold standard in the industry, demonstrates his high degree of competence. He also holds his Series 7, Series 66, and the AWMA professional designation. Before joining Merritt Point Wealth Advisors, he spent seven years in various planning roles at UBS Financial Services. Rob resides in Northern NJ and enjoys teaching yoga, playing music, snowboarding, rock climbing, and backpacking. ___________________________________________________________ This information is intended for use only by residents of CT, PA, NJ, and NY. /*********/ Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Cfp Rob Schaefer

Rob Schaefer looks at the bigger picture. As a Senior Wealth Planning Strategist he works with you t...
Hewitt, New Jersey, United States

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Cfp Rob Schaefer’s Email robert.schaefer@ubs.com

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Cfp Rob Schaefer’s Location Hewitt, New Jersey, United States

Cfp Rob Schaefer’s Current Industry Merritt Point Wealth Advisors

Cfp Rob Schaefer’s Prior Industry Ubs | Ubs Wealth Management | Hanabergh And Associates | Schaefer Securities | Ramapo College Of New Jersey

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Work Experience

Merritt Point Wealth Advisors

Senior Wealth Planning Strategist

2022-04-01 00:00:00 - Present

Ubs

Wealth Planning Associate

2017-05-01 00:00:00 - 2022-04-01 00:00:00

Ubs Wealth Management

Administrator

2015-07-01 00:00:00 - 2016-11-01 00:00:00

Hanabergh And Associates

Research Support

2014-07-01 00:00:00 - 2015-07-01 00:00:00

Schaefer Securities

Assistant

2013-07-01 00:00:00 - 2015-07-01 00:00:00

Ramapo College Of New Jersey

Trading Lab Manager

2014-09-01 00:00:00 - 2015-05-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Cfp Rob Schaefer

Cfp Rob Schaefer is located at
Hewitt, New Jersey, United States

Cfp Rob Schaefer is a Rob Schaefer looks at the bigger picture. As a Senior Wealth Planning Strategist he works with you to create and maintain a comprehensive goals-based wealth plan; a roadmap from which your personal investment strategy is crafted. Through the planning process, Rob seeks to understand you; your priorities, concerns, and aspirations - both financial and personal. Based on your individual situation, Rob provides expertise in over a dozen specific areas of planning. More importantly he orchestrates all these individual strategies into one synergetic approach. Ultimately Rob strives to help you better understand how your wealth can serve you, empowering you to make important life choices from a well-informed financial perspective. Rob is a CERTIFIED FINANCIAL PLANNER professional. This designation, widely considered to be the gold standard in the industry, demonstrates his high degree of competence. He also holds his Series 7, Series 66, and the AWMA professional designation. Before joining Merritt Point Wealth Advisors, he spent seven years in various planning roles at UBS Financial Services. Rob resides in Northern NJ and enjoys teaching yoga, playing music, snowboarding, rock climbing, and backpacking. ___________________________________________________________ This information is intended for use only by residents of CT, PA, NJ, and NY. /*********/ Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Cfp Rob Schaefer currently works in the Merritt Point Wealth Advisors |

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Cfp Rob Schaefer has prior
experience in the following industries:
Ubs | Ubs Wealth Management | Hanabergh And Associates | Schaefer Securities | Ramapo College Of New Jersey

Cfp Rob Schaefer has the following professional experience:
Merritt Point Wealth Advisors | Ubs | Ubs Wealth Management | Hanabergh And Associates | Schaefer Securities | Ramapo College Of New Jersey