,CFP®
Changes, challenges, and choices are life’s constants. Rob works with individuals, families, and business owners to help evaluate complex financial circumstances and build comprehensive, tailored plans that align with their values. Sparked by his own experience of growing up in a divorced household with a mother who was unprepared for significant financial challenges, he is passionate about building financial literacy and helping clients navigate transitions with confidence. Rob values collaboration, working closely with his clients’ team, including estate attorneys, accountants, and insurance professionals to craft coordinated plans to achieve optimal outcomes.
Rob has over 20 years of financial services experience and has been with Modera since January 2009.
Rob is a graduate of New York University and is a CERTIFIED FINANCIAL PLANNER® professional. He is also a member of the National Association of Personal Financial Advisors (NAPFA).
Rob lives in Ridgewood, NJ. Rob enjoys getting outdoors for a run, especially in the warmer weather, and loves the challenge of hot yoga. When time permits, he spends time hitting the links for a round of golf.
What do you value most in your client relationships?
I deeply value the moment when a client transitions from financial uncertainty to a place of confidence and security. Many of my clients come to me during major life transitions—such as the loss of a loved one, retirement, receiving an inheritance, or going through a divorce. They share not only their financial details but also their personal concerns and anxieties. Through a comprehensive and supportive planning process, it is incredibly rewarding to witness the shift—when a client begins to feel truly confident about their financial future. That transformation is one of the most gratifying parts of my work.
What sparked your interest in financial planning? What fuels you every day in your work?
Growing up in a divorced household, my mother faced significant financial challenges while raising my brother and me. She was unprepared for the economic demands of single parenthood, and we witnessed firsthand the stress she endured in trying to manage household finances. Her financial anxiety left a lasting impression on me and sparked a deep, personal interest in finance. That experience shaped my understanding of the importance of financial literacy and planning, and it continues to motivate my passion to help others in this field.
How do you feel you help to create impact for clients?
I believe I make a meaningful impact on my clients through the outcomes I help them achieve. I’m fortunate to work not only with clients but often with their children as well, supporting intergenerational planning that ensures continuity and shared goals. I also work closely with clients who are passionate about leaving a charitable legacy, helping them align their values with their long-term financial plans. Additionally, I support clients who may not need intergenerational planning but are navigating the complexities of aging—whether it’s health care planning or creating a realistic path forward when facing the prospect of growing older alone. In all cases, I aim to bring clarity, confidence, and compassion to their planning process.
What do you feel is a strength that you have?
I’m patient by nature, which allows me to create a calm, supportive environment where clients feel comfortable asking questions and making thoughtful financial decisions. I live by the motto, ‘it’s better to be interested than interesting’—because truly understanding my clients is the foundation of meaningful financial guidance.
What do you enjoy most about working at Modera?
I appreciate the strong work-life balance and the endless opportunities for growth at Modera. The company supports flexible schedules and encourages employees to enjoy life outside the office. As a growing organization, Modera takes a strategic and dedicated approach to both organic and inorganic growth, offering professional development opportunities across various job titles and office locations.
CERTIFIED FINANCIAL PLANNER®
