Robert Soler, CFA, WMCP, RICP, CExP
Strategies For Wealth
We stay focused on market trends, so you don't have to.
We create financial strategies tailored to your goals.
Years of experience have prepared us to guide you through your life transitions.
We believe values matter, and we live by ours every day.
Robert is dedicated to helping individuals, families and small businesses in three main areas: Protection, Savings and Investing. He seeks to develop long term proactive relationships with his clients and base them on his dedication, integrity, and commitment to their personal and financial success.
His initial work with clients encompasses the coordination and integration of all aspects of their finances, both personal and business. Together they co-create a long term plan that achieves confidence, wealth and financial peace of mind.
Robert has been with Strategies for Wealth since 2011 and was previously an analyst with an Investment Bank where he advised small business owners on exit strategies, capital raises and traditional M&A transactions. Robert graduated from the Catholic University of America with a Civil Engineering degree and currently resides in New York City with his wife Kristin. He is on the Board of Directors for the charity Back on my Feet. In his spare time, he enjoys traveling and participating in endurance races such as marathons and Ironman triathlons.