Senior Financial Strategist @ (March 2015 - December 2025)
Managing Director and Wealth Advisor @ (April 2013 - March 2015)
V.P. Financial and Estate Planning @ AEPG® Wealth Strategies (June 2008 - April 2013)
Financial Planner @ Nisivoccia & Company (June 2003 - June 2008)
Finance Manager @ (January 1998 - June 2003)
Robert Renshaw Education
Montclair State University
BS (Accounting)
1991-1996
Kearny High School 1984-1991
Robert Renshaw Skills
Retirement Planning
Investments
Estate Planning
Investment Advisory
Personal Financial Planning
Wealth Management Services
Investment Strategies
Financial Planners
Strategic Planning
Public Speaking
Accounting
Portfolio Management
Project Management
Personal Financial
Wealth Management
Financial Analysis
Financial Reporting
Marketing
Robert Renshaw Summary
Robert Renshaw, based in Westfield, NJ, US, is currently a Senior Vice President, Senior Wealth Advisor at Lido Advisors. Robert Renshaw brings experience from previous roles at Fountainhead Advisors, Prestige Wealth Management Group, AEPG® Wealth Strategies and Nisivoccia & Company. Robert Renshaw holds a 1991 - 1996 BS in Accounting @ Montclair State University. With a robust skill set that includes Retirement Planning, Investments, Estate Planning, Investment Advisory, Personal Financial Planning and more. Robert Renshaw has 2 emails and 2 mobile phone numbers on RocketReach.
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