Broker Check

120 Broadway
37th Floor
New York, NY 10271

LinkedIn

Robert Soler, CFA, RICP

(212) 701-2539

 

Team

At Strategies for Wealth, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Education and Training: Catholic University of America, B.C.E Series 7 and Series 66 Chartered Financial Analyst Specialized Services Offered: Financial Balance and Organization Wealth Building and Preservation College Planning...

Read more