Senior Wealth Planning Strategist
Rob Schaefer looks at the bigger picture. As Senior Wealth Planning Strategist he works with you to create and maintain a comprehensive goals-based wealth plan; a roadmap from which your personal investment strategy is crafted.
Through the planning process, Rob seeks to understand you; your priorities, concerns, and aspirations - both financial and personal. Based on your individual situation, Rob provides expertise in over a dozen specific areas of planning. More importantly he orchestrates all these individual strategies into one synergetic approach. Ultimately Rob strives to help you better understand how your wealth can serve you, empowering you to make important life choices from a well-informed financial perspective.
Rob is a CERTIFIED FINANCIAL PLANNER™ professional. This designation, widely considered to be the gold standard in the industry, demonstrates his high degree of competence. He also holds his Series 7, Series 66, and the AWMA® professional designation. Before joining Merritt Point, he spent seven years in various planning roles at UBS Financial Services. Rob resides in Northern NJ and enjoys teaching yoga, playing music, snowboarding, rock climbing, and backpacking.