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Robert Stern
Wealth Strategist/Wealth Planning Consultant at RBC Wealth Management
Robert Stern, JD, CFP®, is a highly accomplished wealth strategist and wealth planning consultant with a diverse educational background.
He pursued his education at various institutions, including Xavier High School for his HS Diploma, Brooklyn Law School for his JD, and the College of the Holy Cross for a BA in Economics.
With a robust professional history, Robert has held key positions at renowned organizations such as RBC Wealth Management, JPMorgan Chase & Co., Fidelity Investments, Aviva USA, New York Life Insurance Co., RSM McGladrey, UBS Wealth Management, The Ayco Company, L.P., and Eagle & Fein.
His expertise spans across wealth management, advanced markets, case design, financial planning, and legal advisory, showcasing his versatility and proficiency in the financial services sector.
