It is with mixed emotions that we announce the retirements of two cherished members of our team, Robert Epstein and Diane Politano, both of whom retire at the end of this month.
Robert has been a cornerstone of Access Wealth for nearly 20 years. As a Chartered Financial Consultant®, he has brought both expertise and compassion to every client relationship. His dedication to helping individuals and families achieve their financial goals has created a lasting legacy.
Robert has always been inspired by the idea that “your financial life is a part of your whole life, and your whole life is connected to other lives.”
For this reason, he always practiced a holistic approach when working with his financial planning clients, always keeping their goals and objectives in mind and prioritizing each person’s uniqueness. Having raised two wonderful children as a single dad from the time they were ages 13 and 6, Robert empathized with and effectively counseled clients facing the unique financial challenges associated with single parenthood. Robert’s other area of specialization included retirement planning, with expertise in Social Security and Medicare.
Robert enjoys teaching and co-taught a five-session estate planning seminar at the Hamilton Adult School. He was also a regular contributor to the firm’s newsletter and blog, Access Insights, and was published on TheSimpleDollar.com.
Before joining the firm in 2006, he held various corporate positions, including Director of Information Systems and Director of Production for a large corporation. He then owned his own manufacturing business, which he ran for five years before deciding that the financial services industry was where he could make the most difference in people’s businesses and lives.
Robert earned a Bachelor’s degree in history from the City College of New York and, in 2015, attained the Chartered Financial Consultant (ChFC®) designation through The American College.
Diane has been the friendly voice and smiling face that has greeted clients for 30 years. As our receptionist, she was often the first person you spoke to when calling or visiting the office. Her warmth, cheerfulness, and genuine willingness to help have always made every client feel welcomed and valued.
We wish Robert and Diane all the best as they embark on their new beginnings!
