ROB DOWLING, CFP®, CLU® Financial Advisor

Robert Dowling is a Financial Advisor at Modera Wealth Management.

Professional Credentials and Education

Robert graduated from SUNY in New York with a Bachelor of Science.  His professional credentials include the following:

• Certified Financial Planner (CFP^®)          •  Chartered Life Underwriter(CLU^®)  

Associations

Robert is a member of the National Association of Personal Financial Advisors (NAPFA), and the Financial Planning Association (FPA).

Accolades
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).

Professional Experience

Rob has more than 14 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 and planned for their insurance and retirement needs.  He also managed a team of financial advisors, providing guidance on investment strategy and ensuring the highest level of client service.

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.

Public Service

Rob is a volunteer 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.

Personal
Rob, his wife, Barbara, and their three children reside in New York, New York.