Robert Soler CFA, WMCP, RICP, CExP

Education and Training:

• Catholic University of America, B.C.E
• Series 7 and Series 66
• Chartered Financial Analyst
• Retirement Income Certified Professional 

Specialized Services Offered:

• Financial Balance and Organization
• Wealth Building and Preservation
• College Planning
• Retirement Planning
• Business Planning and Tax Strategies
• Insurance Planning and Design

Community, Charitable or Professional Organizations:

• Back on my Feet
• North Shore Animal League

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian