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Robert Dowling, CFP®

Wealth Manager

Robert Dowling, CFP®2019-07-23T21:09:29+00:00
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:

CFP®

Education:

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.

Rob’s Insights

CCRCs: Another Way to Age in Place

When married couple Mara, age 67 and Lou, age 70, started thinking about the next phase of their lives they knew change was in their future. After raising three children and taking care of a large home for many years, they were ready to move to a community where the property would be maintained for them. They realized that living independently for the rest of their lives, while appealing in theory, might not be realistic.

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Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
(201) 768-4600

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