Robert Herold Email & Phone Number
President, CERTIFIED FINANCIAL PLANNER®, CERTIFIED DIVORCE FINANCIAL ANALYST™
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Robert Herold Location
- Rochelle Park, NJ, US
Robert Herold Work
- President, CERTIFIED FINANCIAL PLANNER®, CERTIFIED DIVORCE FINANCIAL ANALYST™ @ Family Wealth Care LLC (January 2010 - Present)
- Adjunct Professor @ Fairleigh Dickinson University (January 2015 - Present)
- Adjunct Professor @ Willliam Paterson University (September 2010 - December 2013)
- Financial Advisor @ (May 1998 - May 2010)
- Manager @ (March 1996 - May 1998)
Robert Herold Education
- Seton Hall University
MS (Taxation)
1999-2001 - Fairleigh Dickinson University-Metropolitan Campus
MBA
1979-1983
Robert Herold Skills
- Asset Allocation
- Asset Management
- Estate Planning
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planners
- Financial Planning
- Financial Services
- Investment Advisory
- Investments
- Management
- Mutual Funds
- Personal Finance
- Portfolio Management
- Public Speaking
- Retirement
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Wealth Management
Robert Herold Summary
- Robert Herold, based in Rochelle Park, NJ, US, is currently a President, CERTIFIED FINANCIAL PLANNER®, CERTIFIED DIVORCE FINANCIAL ANALYST™ at Family Wealth Care LLC. Robert Herold brings experience from previous roles at Fairleigh Dickinson University, Willliam Paterson University, Merrill Lynch and KPMG. Robert Herold holds a 1999 - 2001 MS in Taxation @ Seton Hall University. With a robust skill set that includes Asset Allocation, Asset Management, Estate Planning, Finance, Financial Advisory and more.
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