Robert Dowling CFP®, CLU®

Robert serves high-net worth individuals, families, non-profit organizations, corporations and others seeking wealth management and portfolio management expertise.

Professional Designations:



State University of New York, B.S., Psychology with a minor in Business

What do you value most in your client relationships?

When my clients call me first if there is a problem or concern about their financial lives.

What’s the one thing people say you’re best at?

Clients have indicated that I have extreme patience in explaining financial and investment planning concepts to them.  

What do you enjoy most about working at Modera?

I enjoy the work/life balance that Modera offers.

How do you do good in your community?

I live in Ridgewood so I volunteer on the board of our travel soccer team.  I also coach baseball.  I am the treasurer of the Ridgewood Chamber of Commerce and participate on the chamber’s scholarship committee.

Let’s Talk.

Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675