Robert Dowling CFP®, CLU®

Wealth Manager

Robert Dowling is a Wealth Manager at Modera Wealth Management, LLC. In his role, he serves high-net worth individuals, families, non-profit organizations, corporations and others seeking wealth management and portfolio management expertise. Rob has more than 15 years of experience in the wealth management profession. He began his career in the independent brokerage business where he managed portfolios for high-net-worth clients. He also managed a team of financial advisors, providing guidance and investment strategy.

Prior to joining Modera Wealth Management, Rob worked in the Wealth Management Division of GunnAllen Financial, Inc. in New York, where he was responsible for client relationships, investment product analysis and marketing initiatives. Rob is a member of the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA). He holds the CERTIFIED FINANCIAL PLANNER™ certification and is also a Chartered Life Underwriter®. Rob is currently a CFA® Level II candidate.

Rob has presented a variety of educational seminars focusing on areas such as retirement planning, Roth IRA conversion strategies and fixed income strategies. He is a contributor to the online news site New Jersey News Room, writing on such topics as TIPS (Treasury Inflation-Protected Securities). Rob has been quoted in national and local media outlets including the Wall Street Journal, US News and World Report, Bloomberg, and the Bergen Record.

Rob is involved with numerous charitable endeavors. He has volunteered for Jumpstart Your Retirement Days sponsored by Kiplinger’s Personal Finance and NAPFA. The program offers free retirement advice to callers via a telephone hotline. Rob currently serves as Treasurer for the Ridgewood Chamber of Commerce and volunteers for its annual charity events that benefit the Ridgewood High School scholarship program. He is also an adjunct teacher at William Patterson University. He is a founding member of the Ridgewood Chamber Networking Group that is comprised of business professionals.