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Robert D. Siefert, CFP®

President, Principal & Wealth Manager

Robert D. Siefert, CFP®2019-11-04T18:22:53+00:00
Robert D. Siefert CFP®

Bob specializes in portfolio construction, retirement accumulation and distribution strategies, and philanthropic planning. Bob’s interest in philanthropy includes investment advisory services for foundations, trusts and charitable organizations.

Professional Designations

CFP®

Education

Boston College, M.B.A.

College of the Holy Cross, B.A., Political Science

What do you value most in your client relationships?

There is a real intimacy in the discussion of money. It is an incredible privilege to become a trusted adviser and to understand a client’s view of the impact of money in their lives. These conversations reveal so much about what a client values, loves, and prioritizes. To be engaged in these conversations and to be part of a client’s life in this manner is the most rewarding aspect of the job.

What sparked your interest in financial planning? What fuels you every day in your work?

Thirty years ago, as my father’s health continued to deteriorate, he had to move into a nursing home. In the midst of a very emotional time, my mother watched her life savings evaporate. I was ill equipped to provide any advice. I was determined to address this deficiency and to enter a profession in which my financial counsel can offer support and guidance, especially as an advocate to the older population.

How do you do good in your community?

I try to tie doing good to what makes me the most passionate. For seven years I was on the board of the Boston Children’s Chorus because I strongly believe that the power of music can bridge economic and racial differences. Now I am active in two committees at the International Tennis Hall of Fame in Newport: the Museum Committee and the Investment & Benefits Committee. I am able to both give back to and to gain great pleasure from the history of a sport I adore.

Where did you grow up? Where do you live now?

I grew up in Queens and I retain a lot of pride in my Noo Yawk heritage. I used to be a Mets fan. But I am a true Bostonian now, having moved to the area 40 years ago after attending college in central Massachusetts.

Bob’s Insights