Robert S. Epstein, ChFC®

Inspired by this idea, Robert practices 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 empathizes with and effectively counsels clients who have the special financial issues associated with single parenthood. Robert’s other area of specialization -about which he has written several articles for Access Wealth’s newsletter-is retirement planning, with particular expertise in Social Security and Medicare.

Robert brings a solid business background to the clients he serves at Access Wealth. He is a valuable asset, working closely with his clients and in conjunction with each planner to put together tailored financial plans. Robert is skilled at developing plans that are effective and comprehensive, yet easy for clients to review and understand.

Robert enjoys teaching and co-taught a five-session estate planning seminar at the Hamilton Adult School. He is also a regular contributor to the firm’s newsletter and blog, Access Insights, and was published on TheSimpleDollar.com.

Prior to joining the firm in 2006, he held a variety of corporate positions that provided him with the expertise he shares with clients and Access Wealth today. Robert served as Director of Information Systems and then 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.

In 2015, Robert attained the Chartered Financial Consultant (ChFC®) designation through The American College. This rigorous program addresses a wide variety of current topics such as: behavioral finance, special needs planning, small business planning, financial planning for clients in the LGBT community, financial planning for divorce, and much more. He also holds a Bachelor degree in History from the City College of New York.